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
$763M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$8.11M
2
+$6.43M
3
+$6.24M
4
BRBS icon
Blue Ridge Bankshares
BRBS
+$6.02M
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$5.94M

Top Sells

1
+$9.1M
2
+$8.94M
3
+$8.47M
4
ASB icon
Associated Banc-Corp
ASB
+$6.99M
5
APAM icon
Artisan Partners
APAM
+$6.82M

Sector Composition

1 Financials 86.68%
2 Consumer Discretionary 3.67%
3 Real Estate 1.81%
4 Technology 0.91%
5 Industrials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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