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
$164M
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.12M
3
+$3.18M
4
EBC icon
Eastern Bankshares
EBC
+$2.39M
5
EGBN icon
Eagle Bancorp
EGBN
+$1.66M

Top Sells

1
+$9.72M
2
+$2.36M
3
+$1.4M
4
IBCP icon
Independent Bank Corp
IBCP
+$1.23M
5
SBNY
Signature Bank
SBNY
+$1.11M

Sector Composition

1 Financials 95.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.47%
83,390
-13,801
52
$984K 0.46%
62,637
+37,252
53
$956K 0.44%
+26,896
54
$876K 0.41%
643,816
-1,026,175
55
$872K 0.4%
88,425
56
$854K 0.4%
25,870
-6,357
57
$821K 0.38%
22,174
-1,157
58
$816K 0.38%
40,814
-31,063
59
$788K 0.37%
34,533
-1,988
60
$762K 0.35%
39,554
61
$758K 0.35%
53,686
-2,713
62
$710K 0.33%
46,735
63
$692K 0.32%
34,832
+17,955
64
$665K 0.31%
88,854
-2,705
65
$651K 0.3%
49,559
-52,183
66
$638K 0.3%
30,751
-1,862
67
$630K 0.29%
27,948
-32,877
68
$616K 0.29%
26,219
-4,882
69
$591K 0.27%
41,846
-997
70
$578K 0.27%
22,536
71
$576K 0.27%
35,796
+2,236
72
$482K 0.22%
22,317
-3,668
73
$472K 0.22%
47,222
+500
74
$470K 0.22%
+44,809
75
$468K 0.22%
44,572
1 2
3
4 5