BCM
BHZ Capital Management Portfolio holdings
AUM
$61.6M
1-Year Return
3.66%
This Quarter Return
+8.46%
1 Year Return
+3.66%
3 Year Return
-3.05%
5 Year Return
+23%
10 Year Return
–
AUM
$399M
AUM Growth
+$20M
(+5.3%)
Cap. Flow
-$5.74M
Cap. Flow
% of AUM
-1.44%
Top 10 Holdings %
Top 10 Hldgs %
32.61%
Holding
156
New
25
Increased
45
Reduced
46
Closed
18
Top Buys
| 1 |
HFBC
HopFed Bancorp Inc
HFBC
|
$12.2M |
| 2 |
CADE
Cadence Bancorporation
CADE
|
$5.69M |
| 3 |
Wintrust Financial
WTFC
|
$4.1M |
| 4 |
BOCH
Bank of Commerce Holdings (CA)
BOCH
|
$4.01M |
| 5 |
Veritex Holdings
VBTX
|
$3.63M |
Top Sells
| 1 |
FNB Corp
FNB
|
$9.62M |
| 2 |
SBNY
Signature Bank
SBNY
|
$9.57M |
| 3 |
STL
Sterling Bancorp
STL
|
$6.61M |
| 4 |
STBZ
State Bank Financial Corporation. Common Stock
STBZ
|
$5.16M |
| 5 |
PACW
PacWest Bancorp
PACW
|
$4.74M |
Sector Composition
| 1 | Financials | 86.82% |