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
$2.39B
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$34.9M
3
+$33.2M
4
IVZ icon
Invesco
IVZ
+$31.1M
5
LEN icon
Lennar Class A
LEN
+$25.7M

Top Sells

1
+$60.1M
2
+$54.4M
3
+$32.7M
4
ALLY icon
Ally Financial
ALLY
+$29.5M
5
CMA icon
Comerica
CMA
+$26.9M

Sector Composition

1 Financials 77.74%
2 Consumer Discretionary 10.48%
3 Industrials 8.14%
4 Real Estate 1.65%
5 Utilities 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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159
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-1
165
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7