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
101
$695K 0.17%
38,309
+500
102
$667K 0.17%
33,947
+24,208
103
$653K 0.16%
15,558
-2,024
104
$632K 0.16%
59,580
105
$617K 0.15%
26,595
-524
106
$588K 0.15%
25,886
+800
107
$553K 0.14%
14,877
-2,123
108
$489K 0.12%
12,438
-8,200
109
$476K 0.12%
54,134
110
$465K 0.12%
47,496
111
$455K 0.11%
37,116
112
$419K 0.1%
18,288
113
$416K 0.1%
13,407
114
$393K 0.1%
+32,000
115
$386K 0.1%
8,338
116
$380K 0.1%
9,114
-1,500
117
$379K 0.09%
+27,853
118
$376K 0.09%
12,174
+300
119
$375K 0.09%
21,943
-1,410
120
$374K 0.09%
20,003
121
$345K 0.09%
+10,344
122
$335K 0.08%
+11,492
123
$335K 0.08%
8,590
124
$332K 0.08%
21,664
+100
125
$324K 0.08%
8,284
-900
2 3 4
5
6