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
$196M
AUM Growth
-$8.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$5.72M
2 +$3.82M
3 +$1.16M
4
CFG icon
Citizens Financial Group
CFG
+$849K
5
BCML icon
BayCom
BCML
+$678K

Top Sells

1 +$3.25M
2 +$2.72M
3 +$1.9M
4
CBMB
CBM Bancorp, Inc.
CBMB
+$1.87M
5
HTBK icon
Heritage Commerce
HTBK
+$1.51M

Sector Composition

1 Financials 94.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-24,201
127
0
128
-32,196
129
-13,557