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
$296M
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$2.75M
2 +$1.27M
3 +$1.08M
4
CFG icon
Citizens Financial Group
CFG
+$1.07M
5
THFF icon
First Financial Corp
THFF
+$894K

Top Sells

1 +$8.09M
2 +$6.52M
3 +$5.85M
4
WTFC icon
Wintrust Financial
WTFC
+$4.34M
5
CUBI icon
Customers Bancorp
CUBI
+$3.91M

Sector Composition

1 Financials 93.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-55,721
152
-92,546
153
-30,398
154
-18,217