MCM

Maryland Capital Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 18.21%
This Quarter Est. Return
1 Year Est. Return
-18.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
+$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1 +$25.4M
2 +$15.5M
3 +$10.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.59M
5
VRSK icon
Verisk Analytics
VRSK
+$5.19M

Top Sells

1 +$13.7M
2 +$5.96M
3 +$5.72M
4
D icon
Dominion Energy
D
+$3.98M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.75M

Sector Composition

1 Technology 25.45%
2 Healthcare 15.86%
3 Consumer Discretionary 12.27%
4 Financials 11.28%
5 Communication Services 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-6,767
252
-21,191