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
$315M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$1.7M
2 +$1.22M
3 +$1.14M
4
EBTC
Enterprise Bancorp
EBTC
+$807K
5
BRKL
Brookline Bancorp
BRKL
+$800K

Top Sells

1 +$7.85M
2 +$7.31M
3 +$6.92M
4
WTFC icon
Wintrust Financial
WTFC
+$6.33M
5
SNV icon
Synovus
SNV
+$3.47M

Sector Composition

1 Financials 93.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-14,015