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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
49
5
6
4
5
0
46
7
6
BLUME CAPITAL MANAGEMENT INC

Time Period2018-12-31

Total Holdings226

Total Value ($x1000)175,132
Activities
New32

Increased27

Unchanged127

Decreased40

Sold Out6

Top 10 Stock Holdingstotal 41.7%
SCHO6.59

AAPL6.03

JNJ4.38

CMCSA4.21

IBB3.61

 
GOOG3.58

ORCL3.57

MSFT3.56

WFC3.21

MET2.96

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHO
6.59%
SHT TM US TRES
AAPL
6.03%
COM
JNJ
4.38%
COM
CMCSA
4.21%
CL A
IBB
3.61%
NASDQ BIOTEC ETF
GOOG
3.58%
CAP STK CL C
ORCL
3.57%
COM
MSFT
3.56%
COM
WFC
3.21%
COM
MET
2.96%
COM
COF
2.71%
COM
CVS
2.63%
COM
AGN
2.62%
SHS
SCHF
2.62%
INTL EQTY ETF
DIS
2.51%
COM DISNEY
GS
2.31%
COM
GM
2.13%
COM
DVN
2.05%
COM
OAK
1.97%
UNIT 99/99/9999
INTC
1.96%
COM
VTI
1.87%
TOTAL STK MKT
KMI
1.8%
COM
JPM
1.61%
COM
AMLP
1.58%
ALERIAN MLP
BRK.B
1.56%
CL B NEW
QCOM
1.52%
COM
AMJ
1.49%
ALERIAN ML ETN
WOOD
1.45%
GL TIMB FORE ETF
XLE
1.32%
SBI INT-ENERGY
GDX
1.18%
GOLD MINERS ETF
COST
1.15%
COM
HAL
0.93%
COM
SLB
0.9%
COM
XOM
0.78%
COM
TAP
0.67%
CL B
AMZN
0.65%
COM
FB
0.64%
CL A
CL
0.61%
COM
HON
0.56%
COM
KO
0.55%
COM
VCSH
0.52%
SHRT TRM CORP BD
FDX
0.51%
COM
V
0.49%
COM CL A
OIH
0.49%
OIL SVCS ETF
VTEB
0.47%
TAX-EXEMPT BD
AMAT
0.43%
COM
WY
0.38%
COM
MU
0.37%
COM
EPD
0.36%
COM
GOOGL
0.32%
CAP STK CL A
CVX
0.31%
COM
SBUX
0.26%
COM
CSCO
0.23%
COM
XOP
0.23%
S&P OILGAS EXP
MMM
0.22%
COM
VGSH
0.22%
SHTRM GVT BD ETF
UNP
0.21%
COM
WTR
0.2%
COM
MCHI
0.18%
CHINA ETF
IEZ
0.18%
US OIL EQ&SV ETF
GE
0.17%
COM
SCHE
0.16%
EMRG MKTEQ ETF
PFE
0.16%
COM
BK
0.14%
COM
BKNG
0.14%
COM
HRL
0.14%
COM
DSI
0.13%
MSCI KLD400 SOC
GILD
0.12%
COM
T
0.12%
COM
SCHZ
0.11%
US AGGREGATE B
VZ
0.1%
COM
CRC
0.1%
COM NEW
PEP
0.1%
COM
VCIT
0.1%
INT-TERM CORP
AMT
0.09%
COM
EXEL
0.09%
COM
CX
0.09%
SPON ADR NEW
DE
0.09%
COM
XBI
0.08%
S&P BIOTECH
PG
0.08%
COM
AXP
0.08%
COM
TRV
0.08%
COM
CELG
0.07%
COM
BMY
0.07%
COM
DWDP
0.07%
COM
LQD
0.06%
IBOXX INV CP ETF
BDX
0.06%
COM
AEP
0.06%
COM
BLK
0.06%
COM
MRK
0.06%
COM
GLD
0.06%
GOLD SHS
FOXA
0.05%
CL A
EMR
0.05%
COM
IBM
0.05%
COM
AVGO
0.05%
COM
BAC
0.05%
COM
AFL
0.05%
COM
EFA
0.05%
MSCI EAFE ETF
IWB
0.05%
RUS 1000 ETF
CVE
0.05%
COM
CLDR
0.05%
COM
WMT
0.05%
COM
CRM
0.05%
COM
AMGN
0.04%
COM
ED
0.04%
COM
TFI
0.04%
NUVN BRCLY MUNI
MUI
0.04%
COM
EEM
0.04%
MSCI EMG MKT ETF
ABBV
0.04%
COM
SCHV
0.04%
US LCAP VA ETF
WBA
0.04%
COM
SHM
0.04%
NUVN BR SHT MUNI
PYPL
0.04%
COM
MA
0.03%
CL A
VOD
0.03%
SPNSR ADR NO PAR
ADBE
0.03%
COM
BIV
0.03%
INTERMED TERM
BAX
0.03%
COM
AVB
0.03%
COM
HD
0.03%
COM
DHR
0.03%
COM
USB
0.03%
COM NEW
LRCX
0.03%
COM
FBHS
0.03%
COM
SCHW
0.03%
COM
IP
0.03%
COM
NYT
0.03%
CL A
STZ
0.02%
CL A
QQQ
0.02%
UNIT SER 1
LMT
0.02%
COM
PRF
0.02%
FTSE RAFI 1000
OMC
0.02%
COM
BTE
0.02%
COM
TCO
0.02%
COM
MCD
0.02%
COM
TJX
0.02%
COM
REGN
0.02%
COM
BFZ
0.02%
SH BEN INT
IQV
0.02%
COM
SCHM
0.02%
US MID-CAP ETF
KHC
0.02%
COM
EIX
0.02%
COM
IEMG
0.02%
CORE MSCI EMKT
PBI
0.02%
COM
C
0.02%
COM NEW
BA
0.02%
COM
LUV
0.02%
COM
SCHA
0.02%
US SML CAP ETF
IGR
0.02%
COM
IAU
0.02%
ISHARES
SCHG
0.02%
US LCAP GR ETF
GIS
0.02%
COM
CLX
0.02%
COM
FTV
0.02%
COM
WMB
0.02%
COM
VMBS
0.01%
MORTG-BACK SEC
REZI
0.01%
COM
ROST
0.01%
COM
BABA
0.01%
SPONSORED ADS
BMRN
0.01%
COM
TEL
0.01%
REG SHS
AABA
0.01%
COM
PTLA
0.01%
COM
VO
0.01%
MID CAP ETF
HP
0.01%
COM
AZN
0.01%
SPONSORED ADR
BXP
0.01%
COM
EUFN
0.01%
MSCI EURO FL ETF
NVS
0.01%
SPONSORED ADR
VNO
0.01%
SH BEN INT
DRRX
0.01%
COM
NKX
0.01%
COM
FATE
0.01%
COM
BP
0.01%
SPONSORED ADR
PSX
0.01%
COM
EMN
0.01%
COM
ISRG
0.01%
COM NEW
CTMX
0.01%
COM
BSV
0.01%
SHORT TRM BOND
LEN
0.01%
CL A
TWTR
0.01%
COM
ITCI
0.01%
COM
TSLA
0.01%
COM
VUG
0.01%
GROWTH ETF
DNP
0.01%
COM
UDR
0.01%
COM
CORT
0.01%
COM
GTX
0.01%
COM
NEE
0.01%
COM
APU
0.01%
UNIT L P INT
MTDR
< 0.01%
COM
ENB
< 0.01%
COM
PE
< 0.01%
CL A
ETSY
< 0.01%
COM
RWT
< 0.01%
COM
INCY
< 0.01%
COM
SQ
< 0.01%
CL A
NIO
< 0.01%
SPON ADS
P
< 0.01%
COM
FNDF
< 0.01%
SCHWB FDT INT LG
ARCC
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
IONS
< 0.01%
COM
FNDX
< 0.01%
SCHWAB FDT US LG
KIM
< 0.01%
COM
NFG
< 0.01%
COM
PVAC
< 0.01%
COM
YUM
< 0.01%
COM
INO
< 0.01%
COM NEW
GSK
< 0.01%
SPONSORED ADR
QQQX
< 0.01%
SHS
FEYE
< 0.01%
COM
QGEN
< 0.01%
SHS NEW
GM/WS/B
< 0.01%
*W EXP 07/10/201
IEO
< 0.01%
US OIL&GS EX ETF
APA
< 0.01%
COM
YINN
< 0.01%
CHINA BULL 3X
YUMC
< 0.01%
COM
JRS
< 0.01%
COM
TTNP
< 0.01%
COM NEW
BE
< 0.01%
CL A
APRI
< 0.01%
COM NEW
FTR
< 0.01%
COM NEW
APRN
< 0.01%
CL A
RACE
< 0.01%
COM
UAA
< 0.01%
CL A
HIW
0.02%
COM
PMT
0.01%
COM
TEVA
0.01%
ADR
EEP
< 0.01%
COM
MYL
< 0.01%
SHS EURO
DDR
< 0.01%
COM