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
$164M
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.12M
3
+$3.18M
4
EBC icon
Eastern Bankshares
EBC
+$2.39M
5
EGBN icon
Eagle Bancorp
EGBN
+$1.66M

Top Sells

1
+$9.72M
2
+$2.36M
3
+$1.4M
4
IBCP icon
Independent Bank Corp
IBCP
+$1.23M
5
SBNY
Signature Bank
SBNY
+$1.11M

Sector Composition

1 Financials 95.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-12,277
127
– –
-51,270
128
– –
-510,656
129
– –
-25,136
130
– –
-9,668
131
– –
-62,197
2 3 4 5
6