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
76
$1.4M 0.35%
43,840
77
$1.39M 0.35%
39,715
78
$1.31M 0.33%
52,536
+5,002
79
$1.23M 0.31%
85,951
80
$1.23M 0.31%
45,259
81
$1.2M 0.3%
48,118
+21,119
82
$1.19M 0.3%
109,433
+6,572
83
$1.17M 0.29%
56,856
84
$1.17M 0.29%
+68,989
85
$1.14M 0.29%
36,423
86
$1.14M 0.28%
53,526
87
$1.13M 0.28%
32,929
+330
88
$1.1M 0.28%
71,643
+4,696
89
$1.09M 0.27%
67,531
+2,400
90
$1.08M 0.27%
26,205
+7,539
91
$1.08M 0.27%
28,926
+2,519
92
$1.05M 0.26%
121,798
+470
93
$1.04M 0.26%
+126,604
94
$891K 0.22%
74,266
+4,462
95
$885K 0.22%
21,653
96
$871K 0.22%
32,804
+7,570
97
$823K 0.21%
24,229
-1,500
98
$805K 0.2%
45,185
+5,188
99
$773K 0.19%
12,899
100
$713K 0.18%
45,997
-4,149
2 3
4
5 6