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
$807M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$8.49M
2
+$1.62M
3
+$1.29M
4
VFC icon
VF Corp
VFC
+$1.23M
5
AAPL icon
Apple
AAPL
+$1.13M

Top Sells

1
+$18.4M
2
+$2.4M
3
+$1.03M
4
MA icon
Mastercard
MA
+$985K
5
IXG icon
iShares Global Financials ETF
IXG
+$902K

Sector Composition

1 Technology 18.7%
2 Healthcare 16.19%
3 Financials 14.66%
4 Consumer Discretionary 12.7%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.3M 0.53%
54,215
+4,210
52
$3.94M 0.49%
50,746
+20,928
53
$3.63M 0.45%
139,685
+4,275
54
$3.38M 0.42%
42,162
+7,551
55
$3.36M 0.42%
61,599
-10,090
56
$3.12M 0.39%
61,491
+10,287
57
$3.1M 0.38%
120,985
+18,705
58
$3.03M 0.38%
7,091
+1,056
59
$2.96M 0.37%
10,490
-405
60
$2.94M 0.36%
7,720
+1,592
61
$2.92M 0.36%
60,450
+8,177
62
$2.89M 0.36%
62,159
63
$2.89M 0.36%
15,064
+286
64
$2.86M 0.35%
18,683
-180
65
$2.82M 0.35%
110,310
+15,480
66
$2.82M 0.35%
35,146
+2,696
67
$2.56M 0.32%
29,017
-132
68
$2.52M 0.31%
65,591
+30
69
$2.09M 0.26%
27,806
-3,000
70
$1.96M 0.24%
16,073
+8,949
71
$1.72M 0.21%
26,555
-2,960
72
$1.68M 0.21%
17,010
-2,072
73
$1.66M 0.21%
24,248
+8,910
74
$1.66M 0.21%
21,585
+674
75
$1.49M 0.18%
11,440
+789
1 2
3
4 5