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
101
$1.22M 0.08%
17,409
-1,003
102
$1.21M 0.08%
14,700
+550
103
$1.2M 0.08%
15,745
-940
104
$1.15M 0.08%
9,920
-1,998
105
$1.13M 0.08%
21,715
+5,450
106
$1.08M 0.07%
4,235
-194
107
$1.06M 0.07%
32,940
+8,865
108
$1.06M 0.07%
2,997
+75
109
$1.03M 0.07%
1,971
+39
110
$998K 0.07%
5,248
-937
111
$970K 0.06%
3,900
-20
112
$962K 0.06%
6,916
-2,004
113
$946K 0.06%
9,359
-116
114
$936K 0.06%
4,245
-50
115
$928K 0.06%
21,376
116
$923K 0.06%
2,033
+910
117
$902K 0.06%
8,850
+400
118
$891K 0.06%
10,000
-150
119
$883K 0.06%
55,200
+19,650
120
$850K 0.06%
11,400
-200
121
$845K 0.06%
13,775
122
$821K 0.05%
12,416
+403
123
$791K 0.05%
3,644
+200
124
$777K 0.05%
7,160
+447
125
$769K 0.05%
9,757
+4,162
3 4
5
6 7