BCM
BHZ Capital Management Portfolio holdings
AUM
$61.6M
This Quarter Return
+29.19%
1 Year Return
+3.66%
3 Year Return
-3.05%
5 Year Return
+23%
10 Year Return
–
AUM
$315M
AUM Growth
+$315M
(+6.5%)
Cap. Flow
-$56.9M
Cap. Flow
% of AUM
-18.04%
Top 10 Holdings %
Top 10 Hldgs %
30.16%
Holding
151
New
11
Increased
39
Reduced
66
Closed
17
Top Buys
| 1 |
FLIC
First of Long Island Corp
FLIC
|
$1.7M |
| 2 |
EBSB
Meridian Bancorp, Inc.
EBSB
|
$1.22M |
| 3 |
Blue Ridge Bankshares
BRBS
|
$1.14M |
| 4 |
EBTC
Enterprise Bancorp
EBTC
|
$807K |
| 5 |
Brookline Bancorp
BRKL
|
$800K |
Top Sells
| 1 |
Hilltop Holdings
HTH
|
$7.85M |
| 2 |
PACW
PacWest Bancorp
PACW
|
$7.31M |
| 3 |
Bankunited
BKU
|
$6.92M |
| 4 |
Wintrust Financial
WTFC
|
$6.33M |
| 5 |
Synovus
SNV
|
$3.47M |
Sector Composition
| 1 | Financials | 93.31% |