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
$718M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$586K
3
+$569K
4
MLPA icon
Global X MLP ETF
MLPA
+$522K
5
SO icon
Southern Company
SO
+$472K

Top Sells

1
+$4.83M
2
+$1.44M
3
+$977K
4
PYPL icon
PayPal
PYPL
+$852K
5
AMZN icon
Amazon
AMZN
+$614K

Sector Composition

1 Financials 17.44%
2 Technology 16.63%
3 Consumer Discretionary 15.81%
4 Healthcare 11.74%
5 Communication Services 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$734K 0.1%
7,682
102
$722K 0.1%
5,406
-234
103
$720K 0.1%
17,232
-200
104
$711K 0.1%
23,430
-1,600
105
$707K 0.1%
16,111
-1,217
106
$656K 0.09%
4,952
107
$639K 0.09%
23,675
+5,475
108
$621K 0.09%
3,423
109
$595K 0.08%
10,284
110
$594K 0.08%
8,887
-2,060
111
$586K 0.08%
12,004
+67
112
$566K 0.08%
8,673
-220
113
$554K 0.08%
9,540
114
$543K 0.08%
20,900
+1,505
115
$538K 0.07%
3,742
116
$527K 0.07%
4,596
-149
117
$525K 0.07%
2,512
+102
118
$510K 0.07%
11,583
-379
119
$507K 0.07%
3,100
120
$507K 0.07%
1,295
121
$485K 0.07%
2,951
-525
122
$458K 0.06%
9,628
123
$455K 0.06%
5,451
+21
124
$429K 0.06%
8,586
125
$424K 0.06%
7,996
3 4
5
6 7