BCM
BHZ Capital Management Portfolio holdings
AUM
$61.6M
This Quarter Return
-5.43%
1 Year Return
+3.66%
3 Year Return
-3.05%
5 Year Return
+23%
10 Year Return
–
AUM
$118M
AUM Growth
+$118M
(-28%)
Cap. Flow
-$36.7M
Cap. Flow
% of AUM
-31.03%
Top 10 Holdings %
Top 10 Hldgs %
36.55%
Holding
121
New
10
Increased
18
Reduced
40
Closed
50
Top Buys
| 1 |
Southern California Bancorp
BCAL
|
$4.41M |
| 2 |
Eagle Bancorp
EGBN
|
$3.55M |
| 3 |
Comerica
CMA
|
$2.96M |
| 4 |
Wintrust Financial
WTFC
|
$2.72M |
| 5 |
PACW
PacWest Bancorp
PACW
|
$2.53M |
Top Sells
| 1 |
PTRS
Partners Bancorp Common Stock
PTRS
|
$6.34M |
| 2 |
Financial Institutions
FISI
|
$2.83M |
| 3 |
Hilltop Holdings
HTH
|
$2.61M |
| 4 |
Bankunited
BKU
|
$2.48M |
| 5 |
LBAI
Lakeland Bancorp Inc
LBAI
|
$2.4M |
Sector Composition
| 1 | Financials | 92.83% |
