MCA

Mendon Capital Advisors Portfolio holdings

AUM $206M
1-Year Est. Return 14.74%
This Quarter Est. Return
1 Year Est. Return
+14.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$462M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$10.3M
3
+$5.71M
4
IBKC
IBERIABANK Corp
IBKC
+$3.02M
5
OPRT icon
Oportun Financial
OPRT
+$2.22M

Top Sells

1
+$26.3M
2
+$20.9M
3
+$17.1M
4
UBNK
United Financial Bancorp, Inc.
UBNK
+$13.1M
5
FBK icon
FB Financial Corp
FBK
+$9.7M

Sector Composition

1 Financials 95.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
0
77
– –
0
78
– –
0
79
– –
-95,000
80
– –
-1,001,601
81
– –
0
82
– –
-924,317
83
– –
-847,786
84
– –
0
1 2 3
4