MCM

Maryland Capital Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 18.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-18.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.41M
3
+$2.22M
4
FISV
Fiserv Inc
FISV
+$2.06M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.96M

Top Sells

1
+$21.7M
2
+$7.68M
3
+$4.21M
4
XOM icon
Exxon Mobil
XOM
+$2.14M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.57M

Sector Composition

1 Technology 26.48%
2 Healthcare 13.65%
3 Financials 11.44%
4 Consumer Discretionary 11.03%
5 Communication Services 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-12,331
227
– –
-16,850
228
– –
-10,000
229
– –
-2,567
230
– –
-143
6 7 8 9
10