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
$1.42B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.59M
3
+$2.27M
4
FI icon
Fiserv
FI
+$2.18M
5
MA icon
Mastercard
MA
+$2.04M

Top Sells

1
+$21.7M
2
+$7.68M
3
+$4.47M
4
XOM icon
Exxon Mobil
XOM
+$2.35M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.57M

Sector Composition

1 Technology 26.48%
2 Healthcare 13.65%
3 Financials 11.44%
4 Consumer Discretionary 11.03%
5 Communication Services 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.2M 0.44%
95,956
-2,403
52
$5.77M 0.41%
68,366
+1,622
53
$5.59M 0.39%
69,608
+5,567
54
$5.46M 0.38%
58,617
+7,046
55
$5.43M 0.38%
39,322
+3,212
56
$5.24M 0.37%
69,606
+1,026
57
$5.1M 0.36%
36,537
+13,560
58
$5.02M 0.35%
27,696
+1,376
59
$4.61M 0.32%
12,292
-213
60
$4.6M 0.32%
21,048
-66
61
$3.99M 0.28%
37,277
+4,736
62
$3.6M 0.25%
87,223
-57,055
63
$3.5M 0.25%
51,218
+43,191
64
$3.15M 0.22%
40,845
+10,577
65
$3.1M 0.22%
70,770
+27,940
66
$3.08M 0.22%
15,700
-83
67
$3M 0.21%
62,526
-4
68
$2.78M 0.2%
18,341
+4,679
69
$2.45M 0.17%
179,416
+20,565
70
$2.35M 0.17%
54,037
-11,586
71
$2.25M 0.16%
14,875
-100
72
$2.23M 0.16%
12,683
+371
73
$2.1M 0.15%
10,673
-36
74
$2M 0.14%
13,450
-1,315
75
$1.87M 0.13%
6,803
-666
1 2
3
4 5