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
$668M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14.6M
3
+$12.8M
4
GE icon
GE Aerospace
GE
+$11.2M
5
BLK icon
Blackrock
BLK
+$1.28M

Top Sells

1
+$16.7M
2
+$13.4M
3
+$13.1M
4
PANW icon
Palo Alto Networks
PANW
+$10M
5
YUMC icon
Yum China
YUMC
+$5.17M

Sector Composition

1 Financials 19.03%
2 Healthcare 14.39%
3 Consumer Discretionary 14.11%
4 Technology 11.26%
5 Communication Services 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.37M 0.2%
52,383
-1,900
77
$1.32M 0.2%
47,767
+41
78
$1.28M 0.19%
+3,340
79
$1.26M 0.19%
16,295
+1
80
$1.21M 0.18%
46,225
+2,975
81
$1.18M 0.18%
20,005
+6,075
82
$1.18M 0.18%
27,784
-2,150
83
$1.11M 0.17%
15,300
-225
84
$1.05M 0.16%
19,387
+277
85
$1.02M 0.15%
8,679
-439
86
$1.01M 0.15%
7,616
-2,893
87
$1M 0.15%
+15,870
88
$895K 0.13%
11,524
-474
89
$892K 0.13%
15,145
+1,220
90
$861K 0.13%
10,475
91
$858K 0.13%
27,430
-970
92
$853K 0.13%
20,800
93
$834K 0.12%
14,755
94
$781K 0.12%
6,888
-977
95
$755K 0.11%
9,621
-300
96
$705K 0.11%
29,358
-300
97
$697K 0.1%
9,193
98
$682K 0.1%
+8,780
99
$647K 0.1%
14,493
-200
100
$646K 0.1%
8,019
-600
2 3
4
5 6