MCM

Maltese Capital Management Portfolio holdings

AUM $563M
1-Year Est. Return 13.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.5M
3
+$5.23M
4
FHI icon
Federated Hermes
FHI
+$4.2M
5
USB icon
US Bancorp
USB
+$3.39M

Top Sells

1
+$3.21M
2
+$2.17M
3
+$2.11M
4
PFIS icon
Peoples Financial Services
PFIS
+$1.37M
5
PACWP
PacWest Bancorp Depositary Shares Each Representing a 1/40th Interest in a Share of % Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series A
PACWP
+$1.25M

Sector Composition

1 Financials 87.66%
2 Consumer Discretionary 6.18%
3 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
0
1 2 3 4
5