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
$1.5B
AUM Growth
+$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$15.5M
3
+$10.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.59M
5
VRSK icon
Verisk Analytics
VRSK
+$5.19M

Top Sells

1
+$13.7M
2
+$5.96M
3
+$5.72M
4
D icon
Dominion Energy
D
+$3.98M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.75M

Sector Composition

1 Technology 25.45%
2 Healthcare 15.86%
3 Consumer Discretionary 12.27%
4 Financials 11.28%
5 Communication Services 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.59M 0.51%
82,608
-4,706
52
$7.47M 0.5%
101,616
+5,881
53
$7.4M 0.49%
39,616
+634
54
$6.96M 0.47%
49,428
+12,891
55
$6.91M 0.46%
96,492
+536
56
$6.72M 0.45%
74,469
+4,861
57
$6.26M 0.42%
120,196
-23,744
58
$5.97M 0.4%
60,889
+2,272
59
$5.8M 0.39%
77,075
+25,857
60
$5.62M 0.38%
43,203
+3,881
61
$5.16M 0.34%
27,964
+268
62
$4.77M 0.32%
74,579
-93,147
63
$4.44M 0.3%
20,988
-60
64
$4.34M 0.29%
10,905
-1,387
65
$4.25M 0.28%
38,880
+1,603
66
$4.22M 0.28%
24,605
+6,264
67
$4.11M 0.27%
88,740
+17,970
68
$4.11M 0.27%
73,541
-13,682
69
$3.67M 0.25%
62,951
+425
70
$3.42M 0.23%
45,304
+4,459
71
$3.4M 0.23%
15,384
-316
72
$2.87M 0.19%
172,544
-6,872
73
$2.8M 0.19%
53,851
-186
74
$2.61M 0.17%
+60,084
75
$2.46M 0.16%
10,111
+6,900
1 2
3
4 5