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
$668M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14.6M
3
+$12.8M
4
GE icon
GE Aerospace
GE
+$11.2M
5
BLK icon
Blackrock
BLK
+$1.28M

Top Sells

1
+$16.7M
2
+$13.4M
3
+$13.1M
4
PANW icon
Palo Alto Networks
PANW
+$10M
5
YUMC icon
Yum China
YUMC
+$5.17M

Sector Composition

1 Financials 19.03%
2 Healthcare 14.39%
3 Consumer Discretionary 14.11%
4 Technology 11.26%
5 Communication Services 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.48M 1.27%
35,738
-1,437
27
$8.07M 1.21%
97,750
+2,578
28
$7.97M 1.19%
97,199
+6,526
29
$7.63M 1.14%
385,748
-16,244
30
$7.58M 1.13%
155,415
+5,922
31
$7.53M 1.13%
239,841
-2,288
32
$7.45M 1.12%
55,859
-1,240
33
$5.96M 0.89%
85,549
+1,986
34
$5.25M 0.79%
37,739
+343
35
$5.01M 0.75%
61,053
-314
36
$4.65M 0.7%
128,936
-1,714
37
$4.64M 0.7%
51,685
-148,797
38
$4.61M 0.69%
117,198
-1,128
39
$4.21M 0.63%
65,459
-88
40
$4.12M 0.62%
24,737
-150
41
$3.98M 0.6%
122,524
-3,102
42
$3.72M 0.56%
203,245
-44,901
43
$3.7M 0.55%
56,840
+700
44
$3.67M 0.55%
92,507
-171
45
$3.64M 0.55%
73,036
-14,219
46
$3.54M 0.53%
32,944
+5,283
47
$3.48M 0.52%
27,957
-1,730
48
$3.4M 0.51%
65,444
+19
49
$3.23M 0.48%
23,469
-2,598
50
$3.12M 0.47%
24,052
-1,274
1
2
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