MCM

Maltese Capital Management Portfolio holdings

AUM $508M
1-Year Est. Return 21.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$531M
AUM Growth
-$76.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$4.68M
3
+$4.62M
4
BAC icon
Bank of America
BAC
+$4.4M
5
CBAN icon
Colony Bankcorp
CBAN
+$4.28M

Top Sells

1
+$6.35M
2
+$5.51M
3
+$5.11M
4
XYZ
Block Inc
XYZ
+$4.84M
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$4.81M

Sector Composition

1 Financials 91.35%
2 Consumer Discretionary 2.63%
3 Real Estate 1.18%
4 Industrials 0.08%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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6