MCM
Maryland Capital Management Portfolio holdings
AUM
$1.2B
1-Year Return
18.21%
This Quarter Return
-12.46%
1 Year Return
-18.21%
3 Year Return
+44.51%
5 Year Return
+97.81%
10 Year Return
–
AUM
$692M
AUM Growth
-$72.8M
(-9.5%)
Cap. Flow
+$24.2M
Cap. Flow
% of AUM
3.5%
Top 10 Holdings %
Top 10 Hldgs %
35.07%
Holding
186
New
18
Increased
81
Reduced
41
Closed
13
Top Buys
| 1 |
VF Corp
VFC
|
+$13.7M |
| 2 |
Becton Dickinson
BDX
|
+$12.6M |
| 3 |
Salesforce
CRM
|
+$10.8M |
| 4 |
Edwards Lifesciences
EW
|
+$2.4M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.21M |
Top Sells
| 1 |
Pultegroup
PHM
|
+$16.7M |
| 2 |
Goldman Sachs
GS
|
+$12M |
| 3 |
Bank of America
BAC
|
+$1.69M |
| 4 |
ESRX
Express Scripts Holding Company
ESRX
|
+$1.34M |
| 5 |
iShares US Technology ETF
IYW
|
+$1.32M |
Sector Composition
| 1 | Technology | 17.12% |
| 2 | Healthcare | 15.91% |
| 3 | Financials | 15.01% |
| 4 | Consumer Discretionary | 14.88% |
| 5 | Communication Services | 8.12% |
