MCM

Maltese Capital Management Portfolio holdings

AUM $660M
1-Year Est. Return 13.49%
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$16.2M
3
+$14.3M
4
IBKC
IBERIABANK Corp
IBKC
+$13.4M
5
SIVB
SVB Financial Group
SIVB
+$10.7M

Top Sells

1
+$15.1M
2
+$11.2M
3
+$10.6M
4
FITB icon
Fifth Third Bancorp
FITB
+$10.5M
5
BK icon
Bank of New York Mellon
BK
+$9.27M

Sector Composition

1 Financials 82.75%
2 Consumer Discretionary 1.14%
3 Real Estate 0.46%
4 Industrials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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