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MCM
Maltese Capital Management Portfolio holdings
AUM
$508M
1-Year Est. Return
21.31%
This Fund
S&P 500
This Quarter
Est. Return
+4.06%
1 Year Est. Return
+21.31%
3 Year Est. Return
+85.51%
5 Year Est. Return
+66.69%
10 Year Est. Return
+260.06%
AUM
$953M
AUM Growth
–
Cap. Flow
+$929M
Cap. Flow
% of AUM
97.45%
Top 10 Holdings %
Top 10 Hldgs %
21.08%
Holding
165
New
165
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
STBZ
State Bank Financial Corporation. Common Stock
STBZ
|
+$39M |
| 2 |
Citigroup
C
|
+$23.4M |
| 3 |
Capital One
COF
|
+$20.9M |
| 4 |
First Citizens BancShares
FCNCA
|
+$19.8M |
| 5 |
OABC
OMNIAMERICAN BANCORP INC COM STK (TX)
OABC
|
+$18.8M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 70.97% |
| 2 | Industrials | 1.71% |
| 3 | Consumer Discretionary | 0.8% |
| 4 | Real Estate | 0.09% |
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Maltese Capital Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Maltese Capital Management, which disclosed 165 positions worth $953M. Its ten largest holdings account for 21% of the portfolio.
Its largest position is State Bank Financial Corporation. Common Stock: 2,560,000 shares worth $38.5M.
By sector, the portfolio is most concentrated in Financials at 71% of assets, followed by Industrials and Consumer Discretionary.
- Maltese Capital Management's largest Q2 2013 buy was State Bank Financial Corporation. Common Stock: 2,560,000 shares worth $38.5M.
- Maltese Capital Management's ten largest holdings make up 21% of its $953M portfolio in Q2 2013.
- Maltese Capital Management disclosed 165 positions in Q2 2013, its first 13F filing on record.
Based on Maltese Capital Management's 13F filing for Q2 2013, filed 14 Aug 2013.