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
76
$1.55M 0.14%
4,780
+100
77
$1.54M 0.14%
38,505
-42
78
$1.45M 0.13%
8,134
-3,030
79
$1.45M 0.13%
5,200
-485
80
$1.44M 0.13%
20,955
+43
81
$1.35M 0.13%
17,370
+3,238
82
$1.33M 0.12%
10,767
+4,512
83
$1.32M 0.12%
24,793
+1,245
84
$1.31M 0.12%
9,275
-730
85
$1.23M 0.11%
129,680
-89,960
86
$1.22M 0.11%
+46,373
87
$1.14M 0.11%
9,849
+59
88
$1.06M 0.1%
17,351
-7,974
89
$1.04M 0.1%
4,416
+677
90
$991K 0.09%
6,328
-460
91
$941K 0.09%
6,964
-850
92
$921K 0.09%
15,667
-267
93
$913K 0.08%
10,284
94
$877K 0.08%
4,786
-558
95
$871K 0.08%
2,873
+89
96
$871K 0.08%
1,915
-92
97
$843K 0.08%
9,698
-33
98
$819K 0.08%
14,822
+31
99
$780K 0.07%
9,903
+803
100
$759K 0.07%
8,462
+62
2 3
4
5 6