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
76
$2.14M 0.14%
7,231
+428
77
$2M 0.13%
44,211
+5,406
78
$1.98M 0.13%
13,165
-1,710
79
$1.97M 0.13%
9,856
-817
80
$1.95M 0.13%
26,610
+3,056
81
$1.94M 0.13%
4,075
-280
82
$1.88M 0.13%
7,367
-420
83
$1.88M 0.13%
21,614
+2,128
84
$1.86M 0.12%
6,783
+732
85
$1.85M 0.12%
36,066
+2,370
86
$1.78M 0.12%
+72,144
87
$1.77M 0.12%
+8,558
88
$1.77M 0.12%
4,940
-100
89
$1.72M 0.12%
31,803
+9,350
90
$1.72M 0.11%
8,004
+908
91
$1.65M 0.11%
10,253
+2,783
92
$1.64M 0.11%
122,520
-2,520
93
$1.6M 0.11%
7,764
+871
94
$1.58M 0.11%
8,386
+6,865
95
$1.56M 0.1%
16,515
-55
96
$1.46M 0.1%
9,154
-263
97
$1.42M 0.1%
11,744
-1,706
98
$1.3M 0.09%
8,400
-700
99
$1.3M 0.09%
17,152
-52,454
100
$1.28M 0.09%
14,311
+2,424
2 3
4
5 6