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
$1.08B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.12M
3
+$1.71M
4
FI icon
Fiserv
FI
+$1.37M
5
LMT icon
Lockheed Martin
LMT
+$1.31M

Top Sells

1
+$2.79M
2
+$2.75M
3
+$1.93M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.37M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.33M

Sector Composition

1 Technology 25.48%
2 Healthcare 13.7%
3 Financials 11.66%
4 Consumer Discretionary 10.83%
5 Communication Services 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.4M 1.14%
224,196
+2,987
27
$11M 1.01%
75,217
-9,380
28
$10.7M 0.99%
26,451
+9,530
29
$10.4M 0.96%
455,702
+22,988
30
$9.77M 0.9%
163,246
+4,002
31
$8.74M 0.81%
73,105
+1,905
32
$8.1M 0.75%
86,088
+11,653
33
$7.98M 0.74%
81,286
+4,949
34
$7.97M 0.74%
99,805
+5,050
35
$7.89M 0.73%
56,080
+1,595
36
$7.76M 0.72%
30,971
+4,794
37
$7.66M 0.71%
24,825
+1,263
38
$7.33M 0.68%
93,312
-3,130
39
$7.04M 0.65%
296,195
-25,497
40
$6.94M 0.64%
37,636
+1,049
41
$6.63M 0.61%
171,050
-19,132
42
$6.56M 0.61%
146,652
-9,176
43
$6.42M 0.59%
206,968
+15,994
44
$6.37M 0.59%
122,844
+13,994
45
$6.24M 0.58%
84,573
+4,886
46
$6.17M 0.57%
132,234
+5,968
47
$6.1M 0.56%
37,230
-8,143
48
$6.02M 0.56%
67,434
-1,060
49
$5.62M 0.52%
10,329
+383
50
$5.59M 0.52%
34,052
-636
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