BCM

Blume Capital Management Portfolio holdings

AUM $520M
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.55M
3
+$3.12M
4
TJX icon
TJX Companies
TJX
+$1.82M
5
INTC icon
Intel
INTC
+$1.62M

Top Sells

1
+$2.84M
2
+$2.18M
3
+$1.44M
4
QCOM icon
Qualcomm
QCOM
+$1.44M
5
HBI
Hanesbrands
HBI
+$1.32M

Sector Composition

1 Technology 18.8%
2 Energy 15.98%
3 Financials 13.49%
4 Healthcare 11.57%
5 Communication Services 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9K ﹤0.01%
105
202
$8K ﹤0.01%
+247
203
$8K ﹤0.01%
216
204
$7K ﹤0.01%
400
205
$7K ﹤0.01%
400
206
$7K ﹤0.01%
448
207
$7K ﹤0.01%
500
208
$6K ﹤0.01%
83
209
$6K ﹤0.01%
300
210
$6K ﹤0.01%
60
211
$6K ﹤0.01%
750
212
$5K ﹤0.01%
453
213
$5K ﹤0.01%
300
214
$5K ﹤0.01%
200
-52,650
215
$5K ﹤0.01%
90
216
$5K ﹤0.01%
180
-560
217
$5K ﹤0.01%
100
218
$5K ﹤0.01%
210
219
$5K ﹤0.01%
+100
220
$4K ﹤0.01%
400
+100
221
$4K ﹤0.01%
+128
222
$4K ﹤0.01%
+300
223
$4K ﹤0.01%
+70
224
$4K ﹤0.01%
1
225
$4K ﹤0.01%
40
7 8
9
10 11