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
51
$5.37M 0.5%
32,090
+1,629
52
$4.83M 0.45%
59,488
+5,998
53
$4.7M 0.43%
34,922
-352
54
$4.64M 0.43%
89,681
+5,491
55
$4.45M 0.41%
14,360
+1,050
56
$4.16M 0.38%
105,024
-24,211
57
$3.94M 0.36%
20,382
+583
58
$3.84M 0.35%
61,878
+3,371
59
$3.79M 0.35%
50,063
+2,826
60
$3.3M 0.31%
19,729
+1,913
61
$3.07M 0.28%
27,544
+177
62
$2.46M 0.23%
35,903
-3,055
63
$2.4M 0.22%
16,787
-121
64
$2.34M 0.22%
62,378
-1,343
65
$2.3M 0.21%
31,197
+1,959
66
$2.23M 0.21%
16,120
-3,045
67
$2.21M 0.2%
145,910
+30,038
68
$2.05M 0.19%
14,975
+1,450
69
$1.85M 0.17%
65,603
+21
70
$1.76M 0.16%
15,768
+890
71
$1.71M 0.16%
+18,389
72
$1.7M 0.16%
28,380
+204
73
$1.7M 0.16%
10,833
+485
74
$1.67M 0.15%
8,372
+641
75
$1.58M 0.15%
40,200
-4,740
1 2
3
4 5