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
$1.3B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$13.5M
3
+$10.8M
4
UVSP icon
Univest Financial
UVSP
+$10.4M
5
CMA
Comerica
CMA
+$9.99M

Top Sells

1
+$18.6M
2
+$11.3M
3
+$8.98M
4
FNFV
Fidelity Natl Financial, Inc.
FNFV
+$8.37M
5
WBKC
Wolverine Bancorp, Inc.
WBKC
+$7.53M

Sector Composition

1 Financials 82.8%
2 Consumer Discretionary 3.88%
3 Real Estate 1.44%
4 Technology 0.37%
5 Industrials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
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