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
$875M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$9.9M
3
+$3.48M
4
GLD icon
SPDR Gold Trust
GLD
+$2.25M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$1.46M

Top Sells

1
+$16.4M
2
+$8.72M
3
+$1.65M
4
SDIV icon
Global X SuperDividend ETF
SDIV
+$1.42M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.37M

Sector Composition

1 Technology 19.26%
2 Healthcare 16.8%
3 Consumer Discretionary 14.93%
4 Financials 11.74%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.57M 0.52%
15,324
-270
52
$4.42M 0.51%
11,621
+437
53
$4.29M 0.49%
33,620
+27,310
54
$3.78M 0.43%
74,957
+5,416
55
$3.75M 0.43%
8,423
+1,019
56
$3.75M 0.43%
146,495
+5,150
57
$3.69M 0.42%
146,610
+8,665
58
$3.59M 0.41%
12,100
-94
59
$3.57M 0.41%
43,179
+8,793
60
$3.53M 0.4%
31,546
+775
61
$3.51M 0.4%
15,113
62
$3.42M 0.39%
71,702
-4,485
63
$3.33M 0.38%
76,303
+7,958
64
$3.28M 0.38%
61,525
65
$2.92M 0.33%
19,277
+227
66
$2.87M 0.33%
18,431
+9,134
67
$2.81M 0.32%
111,180
+2,545
68
$2.75M 0.31%
41,180
+10,675
69
$2.54M 0.29%
18,265
+7,612
70
$2.39M 0.27%
65,662
+37
71
$2.25M 0.26%
+16,238
72
$2.11M 0.24%
16,199
+644
73
$1.94M 0.22%
38,009
-27,902
74
$1.86M 0.21%
24,559
-6,445
75
$1.76M 0.2%
16,818
+243
1 2
3
4 5