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
51
$886K 0.58%
64,479
-600
52
$841K 0.55%
65,162
53
$817K 0.53%
22,640
+1,298
54
$719K 0.47%
+30,347
55
$700K 0.46%
60,413
+7,524
56
$688K 0.45%
112,116
+2,691
57
$681K 0.44%
94,558
+1,991
58
$675K 0.44%
+22,354
59
$634K 0.41%
37,722
+9,282
60
$597K 0.39%
52,732
+21,696
61
$594K 0.39%
10,691
62
$543K 0.35%
+28,576
63
$533K 0.35%
14,372
64
$524K 0.34%
49,185
+24,400
65
$500K 0.33%
37,035
+2,144
66
$476K 0.31%
+35,011
67
$428K 0.28%
23,770
+486
68
$422K 0.28%
24,856
+10,969
69
$411K 0.27%
49,532
+10,200
70
$404K 0.26%
17,020
+700
71
$398K 0.26%
+40,288
72
$385K 0.25%
93,652
+29,837
73
$347K 0.23%
+24,451
74
$331K 0.22%
11,424
-696
75
$330K 0.22%
14,074
1 2
3
4 5