MCA

Maryland Capital Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 8.54%
This Quarter Est. Return
1 Year Est. Return
+8.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.47%
2 Healthcare 1.03%
3 Energy 1.01%
4 Consumer Staples 0.92%
5 Financials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$25.2K 0.02%
300
127
$24.4K 0.02%
600
128
$24.3K 0.02%
50
129
$23.3K 0.02%
350
130
$23.3K 0.02%
470
-2,823
131
$22.6K 0.02%
206
132
$22.6K 0.02%
410
133
$22.6K 0.02%
96
134
$22.1K 0.02%
800
135
$21.8K 0.02%
290
136
$21.8K 0.02%
+974
137
$21.6K 0.02%
584
138
$21.2K 0.02%
274
139
$20.7K 0.02%
172
140
$20.7K 0.02%
411
141
$20.6K 0.02%
854
142
$20.6K 0.02%
575
143
$19.9K 0.02%
263
144
$19.8K 0.02%
80
145
$19.3K 0.02%
400
146
$19.2K 0.02%
650
147
$19K 0.02%
500
148
$18.7K 0.02%
1,251
149
$18.6K 0.02%
200
150
$17.7K 0.02%
200