MCM
Maltese Capital Management Portfolio holdings
AUM
$713M
1-Year Return
21.41%
This Quarter Return
-2.38%
1 Year Return
+21.41%
3 Year Return
+49.86%
5 Year Return
+130.21%
10 Year Return
+195.66%
AUM
$876M
AUM Growth
-$10.6M
(-1.2%)
Cap. Flow
+$7.9M
Cap. Flow
% of AUM
0.9%
Top 10 Holdings %
Top 10 Hldgs %
19.62%
Holding
240
New
34
Increased
73
Reduced
65
Closed
26
Top Buys
| 1 |
US Bancorp
USB
|
$10.4M |
| 2 |
UCB
United Community Banks, Inc.
UCB
|
$7.93M |
| 3 |
Evercore
EVR
|
$7.79M |
| 4 |
WLH
WILLIAM LYON HOMES
WLH
|
$6.15M |
| 5 |
Meritage Homes
MTH
|
$5.84M |
Top Sells
| 1 |
PLMT
PALMETTO BANCSHARES, INC. (SC) COMMON STOCK
PLMT
|
$10.7M |
| 2 |
Independent Bank Corp
IBCP
|
$8.32M |
| 3 |
UMPQ
Umpqua Holdings Corp
UMPQ
|
$6.6M |
| 4 |
NVR
NVR
|
$6.16M |
| 5 |
First Financial Bancorp
FFBC
|
$5.92M |
Sector Composition
| 1 | Financials | 70.84% |
| 2 | Consumer Discretionary | 3.17% |
| 3 | Industrials | 2.43% |
| 4 | Real Estate | 1.57% |
| 5 | Technology | 0.21% |
