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
101
$1.04M 0.07%
1,932
+11
102
$993K 0.07%
6,185
-112
103
$970K 0.07%
10,150
104
$948K 0.07%
4,429
-32
105
$927K 0.07%
42,000
+26,500
106
$901K 0.06%
3,920
-216
107
$894K 0.06%
4,295
108
$871K 0.06%
15,891
+463
109
$867K 0.06%
9,475
-3
110
$862K 0.06%
8,450
+2,800
111
$820K 0.06%
12,013
+417
112
$817K 0.06%
13,176
+13
113
$816K 0.06%
18,650
114
$816K 0.06%
13,775
+8,500
115
$782K 0.06%
5,555
116
$781K 0.05%
5,532
+484
117
$774K 0.05%
3,211
-248
118
$752K 0.05%
11,600
119
$749K 0.05%
3,056
-235
120
$749K 0.05%
6,898
-2,025
121
$748K 0.05%
16,265
-1,700
122
$733K 0.05%
3,444
-65
123
$728K 0.05%
24,075
-1,509
124
$702K 0.05%
6,145
-805
125
$700K 0.05%
6,042
-700
3 4
5
6 7