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
$94.3M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 41.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$11.3M 11.98%
+359,973
2
$9.78M 10.37%
+624,504
3
$6.45M 6.84%
+344,349
4
$4.5M 4.77%
+213,831
5
$3.74M 3.97%
+154,610
6
$3.56M 3.77%
+138,341
7
$2.94M 3.11%
+127,811
8
$2.68M 2.84%
+142,265
9
$2.59M 2.74%
+345,668
10
$2.45M 2.6%
+159,843
11
$1.94M 2.06%
+161,572
12
$1.89M 2.01%
+152,358
13
$1.84M 1.95%
+33,361
14
$1.73M 1.83%
+128,461
15
$1.61M 1.71%
+115,299
16
$1.5M 1.6%
+70,403
17
$1.21M 1.29%
+53,633
18
$1.21M 1.29%
+67,416
19
$1.21M 1.28%
+38,461
20
$1.11M 1.18%
+84,202
21
$1.1M 1.17%
+105,027
22
$1.1M 1.17%
+101,370
23
$1.1M 1.16%
+88,878
24
$1.09M 1.15%
+18,162
25
$1.08M 1.14%
+27,613