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
76
$1.86M 0.13%
38,805
+1,218
77
$1.83M 0.13%
4,355
-105
78
$1.81M 0.13%
7,787
+350
79
$1.78M 0.13%
5,040
-60
80
$1.69M 0.12%
+21,191
81
$1.69M 0.12%
33,696
+648
82
$1.68M 0.12%
9,417
-7,851
83
$1.63M 0.11%
125,040
+2,120
84
$1.62M 0.11%
+6,051
85
$1.59M 0.11%
19,486
-1,286
86
$1.53M 0.11%
+23,554
87
$1.5M 0.11%
+7,096
88
$1.5M 0.11%
+14,052
89
$1.44M 0.1%
16,570
90
$1.4M 0.1%
11,918
+1,717
91
$1.34M 0.09%
9,100
+600
92
$1.34M 0.09%
6,893
+124
93
$1.22M 0.09%
16,685
94
$1.2M 0.08%
8,920
-230
95
$1.19M 0.08%
18,412
+538
96
$1.18M 0.08%
22,453
+7,105
97
$1.17M 0.08%
14,150
+3,025
98
$1.14M 0.08%
11,887
+3,487
99
$1.1M 0.08%
2,922
-39
100
$1.09M 0.08%
7,470
+2,926
2 3
4
5 6