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
$339M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1 +$3.45M
2 +$1.29M
3 +$1.16M
4
JNJ icon
Johnson & Johnson
JNJ
+$983K
5
UBER icon
Uber
UBER
+$858K

Top Sells

1 +$4.82M
2 +$776K
3 +$744K
4
FDX icon
FedEx
FDX
+$682K
5
AMAT icon
Applied Materials
AMAT
+$607K

Sector Composition

1 Technology 17.5%
2 Financials 15.12%
3 Communication Services 12%
4 Industrials 5.53%
5 Healthcare 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$26.3K 0.01%
200
202
$25.4K 0.01%
800
203
$24.9K 0.01%
1,050
204
$23.5K 0.01%
800
205
$22.6K 0.01%
500
206
$22.5K 0.01%
100
207
$22.4K 0.01%
600
208
$21.3K 0.01%
250
209
$20.8K 0.01%
75
210
$20.7K 0.01%
1,100
211
$20.5K 0.01%
500
-3,750
212
$20.5K 0.01%
400
-225
213
$19.9K 0.01%
700
214
$19.7K 0.01%
210
215
$19.5K 0.01%
1,102
216
$19.1K 0.01%
1,107
217
$18.1K 0.01%
274
218
$17.7K 0.01%
40
219
$17.4K 0.01%
925
220
$16.9K 0.01%
475
221
$16.7K ﹤0.01%
200
222
$16.2K ﹤0.01%
+200
223
$15.9K ﹤0.01%
34
224
$15.7K ﹤0.01%
3,000
225
$15.3K ﹤0.01%
3,100