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
$350M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$8.91M
2 +$6.84M
3 +$4.58M
4
FMBH icon
First Mid Bancshares
FMBH
+$4.02M
5
SBNY
Signature Bank
SBNY
+$3.92M

Top Sells

1 +$14M
2 +$3.97M
3 +$3.4M
4
FBNC icon
First Bancorp
FBNC
+$2.88M
5
NBHC icon
National Bank Holdings
NBHC
+$2.62M

Sector Composition

1 Financials 85.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-46,170
127
-159,037
128
-156,064
129
-1,045,786