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
51
$2.97M 0.44%
26,294
-433
52
$2.9M 0.43%
34,465
-975
53
$2.79M 0.42%
62,515
54
$2.73M 0.41%
38,499
+455
55
$2.67M 0.4%
18,184
-193
56
$2.66M 0.4%
47,802
+1,419
57
$2.63M 0.39%
43,468
-1,746
58
$2.55M 0.38%
29,033
+1,744
59
$2.34M 0.35%
47,052
+1,385
60
$2.29M 0.34%
28,455
-1,245
61
$2.2M 0.33%
82,830
+3,945
62
$2.16M 0.32%
9,177
+4,725
63
$2.09M 0.31%
33,608
-589
64
$2.04M 0.31%
61,650
-3,795
65
$2.02M 0.3%
53,960
-2,220
66
$2M 0.3%
15,575
-576
67
$1.99M 0.3%
58,838
+99
68
$1.96M 0.29%
21,202
+65
69
$1.91M 0.29%
34,660
-1,145
70
$1.67M 0.25%
23,417
-890
71
$1.51M 0.23%
13,962
-693
72
$1.51M 0.23%
57,250
+3,500
73
$1.43M 0.21%
10,884
-231
74
$1.39M 0.21%
8,351
+2,956
75
$1.38M 0.21%
20,904
-7,815
1 2
3
4 5