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
$1.29B
AUM Growth
+$9.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$11.3M
3
+$8.41M
4
UBNK
United Financial Bancorp, Inc.
UBNK
+$8.34M
5
V icon
Visa
V
+$7.74M

Top Sells

1
+$15M
2
+$12.9M
3
+$12.8M
4
CMA
Comerica
CMA
+$12.4M
5
RJF icon
Raymond James Financial
RJF
+$10.5M

Sector Composition

1 Financials 83.7%
2 Consumer Discretionary 3.64%
3 Technology 2.47%
4 Real Estate 1.85%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6 7
8