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
$1.08B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.12M
3
+$1.71M
4
FI icon
Fiserv
FI
+$1.37M
5
LMT icon
Lockheed Martin
LMT
+$1.31M

Top Sells

1
+$2.79M
2
+$2.75M
3
+$1.93M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.37M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.33M

Sector Composition

1 Technology 25.48%
2 Healthcare 13.7%
3 Financials 11.66%
4 Consumer Discretionary 10.83%
5 Communication Services 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$530K 0.05%
21,376
127
$527K 0.05%
3,685
-9,070
128
$514K 0.05%
3,941
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129
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130
$508K 0.05%
5,802
-1,285
131
$498K 0.05%
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132
$498K 0.05%
2,465
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133
$496K 0.05%
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134
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4,243
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135
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136
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137
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138
$473K 0.04%
2,204
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139
$472K 0.04%
12,046
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140
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141
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142
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143
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144
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145
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146
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3,476
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147
$355K 0.03%
3,000
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148
$353K 0.03%
222
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149
$352K 0.03%
4,885
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150
$351K 0.03%
6,540
4 5
6
7 8