MCM

Maltese Capital Management Portfolio holdings

AUM $713M
1-Year Est. Return 21.41%
This Quarter Est. Return
1 Year Est. Return
+21.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
-$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$3.7M
3
+$3.56M
4
NBHC icon
National Bank Holdings
NBHC
+$3.55M
5
JPM icon
JPMorgan Chase
JPM
+$2.61M

Top Sells

1
+$5.49M
2
+$4.81M
3
+$4.45M
4
INDB icon
Independent Bank
INDB
+$4.37M
5
KKR icon
KKR & Co
KKR
+$3.68M

Sector Composition

1 Financials 90.29%
2 Consumer Discretionary 6.05%
3 Industrials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-45,000
102
– –
-18,900
103
– –
-258,135
104
– –
0
105
– –
-85,000
1 2 3 4
5