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
$400M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$7.89M
2
+$7.24M
3
+$5.87M
4
BKU icon
Bankunited
BKU
+$5.26M
5
HTH icon
Hilltop Holdings
HTH
+$4.62M

Top Sells

1
+$8.91M
2
+$4.32M
3
+$765K
4
SASR
Sandy Spring Bancorp Inc
SASR
+$322K
5
CWBC
Community West Bancshares
CWBC
+$320K

Sector Composition

1 Financials 87.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.01M 1%
256,713
+9,444
27
$3.98M 1%
98,775
-3,549
28
$3.77M 0.94%
304,364
+13,637
29
$3.74M 0.94%
183,149
+5,931
30
$3.49M 0.87%
301,242
+129,070
31
$3.45M 0.86%
59,005
+200
32
$3.43M 0.86%
+72,405
33
$3.39M 0.85%
121,676
+11,316
34
$3.2M 0.8%
148,128
-14,814
35
$3.19M 0.8%
192,742
+6,717
36
$3.17M 0.79%
+163,959
37
$3.08M 0.77%
173,850
+38,075
38
$2.97M 0.74%
29,056
+250
39
$2.94M 0.74%
125,014
+14,255
40
$2.9M 0.73%
674,308
+2,689
41
$2.73M 0.68%
49,275
42
$2.66M 0.66%
52,917
+135
43
$2.6M 0.65%
+67,343
44
$2.55M 0.64%
88,250
45
$2.5M 0.63%
80,116
46
$2.47M 0.62%
152,353
47
$2.41M 0.6%
41,057
+1,513
48
$2.39M 0.6%
47,332
+31,301
49
$2.32M 0.58%
54,542
50
$2.3M 0.58%
124,629
+1,474
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