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
$295M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Sells

1 +$14.3M
2 +$7.42M
3 +$3.9M
4
TMUS icon
T-Mobile US
TMUS
+$3.5M
5
CMCSA icon
Comcast
CMCSA
+$2.34M

Sector Composition

1 Financials 17.29%
2 Technology 15.22%
3 Communication Services 10.98%
4 Industrials 5.43%
5 Healthcare 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$24.2K 0.01%
150
202
$24.2K 0.01%
150
203
$23.8K 0.01%
250
204
$23.6K 0.01%
2,550
-500
205
$23.5K 0.01%
+200
206
$23K 0.01%
1,050
207
$21.6K 0.01%
180
208
$20.9K 0.01%
274
209
$20.5K 0.01%
100
210
$20.3K 0.01%
1,100
211
$20K 0.01%
800
212
$20K 0.01%
530
213
$18.9K 0.01%
1,868
+1,468
214
$18.9K 0.01%
400
215
$18.6K 0.01%
450
216
$18.5K 0.01%
650
-100
217
$18.1K 0.01%
200
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$18.1K 0.01%
1,102
219
$17.2K 0.01%
3,000
220
$16.9K 0.01%
475
221
$16.5K 0.01%
1,104
222
$16.5K 0.01%
722
223
$16.3K 0.01%
200
224
$16.2K 0.01%
+350
225
$16.1K 0.01%
899