BCM

Basswood Capital Management Portfolio holdings

AUM $2.01B
1-Year Est. Return 25.67%
This Quarter Est. Return
1 Year Est. Return
+25.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
-$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$21.9M
2 +$14M
3 +$8.14M
4
PGR icon
Progressive
PGR
+$8.1M
5
OWL icon
Blue Owl Capital
OWL
+$8.04M

Top Sells

1 +$17.6M
2 +$15.2M
3 +$11.6M
4
APO icon
Apollo Global Management
APO
+$9.62M
5
ALL icon
Allstate
ALL
+$8.42M

Sector Composition

1 Financials 87%
2 Consumer Discretionary 8.29%
3 Real Estate 2.42%
4 Communication Services 0.57%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-920,236
102
-345,283
103
0
104
0
105
-54,318