BCM

BHZ Capital Management Portfolio holdings

AUM $61.6M
1-Year Est. Return 3.66%
This Quarter Est. Return
1 Year Est. Return
+3.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$5.41M
3
+$5.12M
4
OSHC
Ocean Shore Holding Co.
OSHC
+$4.64M
5
ORIT
Oritani Financial Corp. New
ORIT
+$2.53M

Top Sells

1
+$18.8M
2
+$8.23M
3
+$6.18M
4
WIBC
WILSHIRE BANCORP INC
WIBC
+$5.38M
5
LPSB
LAPORTE BANCORP INC MD COM STK
LPSB
+$4.77M

Sector Composition

1 Financials 71.62%
2 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 1.22%
74,354
+55,968
27
$1.5M 0.98%
116,754
+28,487
28
$1.5M 0.98%
56,767
-233,505
29
$1.44M 0.94%
91,037
-31,368
30
$1.44M 0.94%
62,932
31
$1.41M 0.92%
57,738
+6,196
32
$1.4M 0.91%
+83,359
33
$1.27M 0.83%
108,222
+50,209
34
$1.24M 0.81%
+45,483
35
$1.2M 0.79%
92,225
+17,121
36
$1.2M 0.79%
96,624
37
$1.19M 0.78%
42,469
+40
38
$1.18M 0.77%
+60,812
39
$1.1M 0.71%
+42,997
40
$1.09M 0.71%
40,729
+26,244
41
$1.09M 0.71%
74,560
+4,810
42
$1.09M 0.71%
41,697
+5,405
43
$1.04M 0.68%
95,329
+1,000
44
$1.03M 0.67%
55,537
+700
45
$993K 0.65%
23,049
+318
46
$966K 0.63%
51,484
+22,953
47
$961K 0.63%
47,220
+5,311
48
$927K 0.6%
22,774
+7,489
49
$905K 0.59%
36,804
50
$895K 0.58%
25,255
+3,878
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