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
$765M
AUM Growth
+$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.3M
3
+$1.02M
4
LMT icon
Lockheed Martin
LMT
+$536K
5
DATA
Tableau Software, Inc.
DATA
+$512K

Top Sells

1
+$12.3M
2
+$2.46M
3
+$1.16M
4
ETN icon
Eaton
ETN
+$1.05M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$1.03M

Sector Composition

1 Financials 16.95%
2 Technology 16.4%
3 Consumer Discretionary 16.07%
4 Healthcare 12.91%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.5M 0.46%
32,620
-915
52
$3.26M 0.43%
126,415
+3,725
53
$3.23M 0.42%
19,168
-420
54
$3.22M 0.42%
47,538
+94
55
$3.06M 0.4%
10,544
-268
56
$3.03M 0.4%
62,389
-251
57
$2.98M 0.39%
46,709
+4,360
58
$2.92M 0.38%
14,109
-145
59
$2.66M 0.35%
30,181
+175
60
$2.58M 0.34%
31,605
+733
61
$2.57M 0.34%
98,825
+1,050
62
$2.5M 0.33%
47,468
+245
63
$2.32M 0.3%
4,918
+541
64
$2.25M 0.29%
87,380
+4,220
65
$2.15M 0.28%
29,225
+1,215
66
$2.14M 0.28%
30,099
-246
67
$2.05M 0.27%
30,130
-418
68
$1.92M 0.25%
33,306
-2,435
69
$1.86M 0.24%
24,038
-2,695
70
$1.83M 0.24%
19,597
-185
71
$1.79M 0.23%
27,768
-8,967
72
$1.5M 0.2%
4,042
+630
73
$1.5M 0.2%
21,341
+76
74
$1.45M 0.19%
24,012
-80
75
$1.41M 0.18%
7,599
-183
1 2
3
4 5