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
101
– –
-29,188
102
– –
-17,960
103
– –
-160,049
104
– –
-12,000
105
– –
-149,695
106
– –
-804,466
107
– –
-291,835
108
– –
-284,239
109
– –
-516,716
110
– –
-404,411
1 2 3 4
5