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
126
$697K 0.05%
5,802
127
$688K 0.05%
21,376
128
$638K 0.04%
41,530
-600
129
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6,713
+8
130
$613K 0.04%
4,959
-61
131
$593K 0.04%
2,846
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132
$591K 0.04%
4,479
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133
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3,873
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134
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135
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11,945
136
$557K 0.04%
2,200
137
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1,235
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138
$539K 0.04%
35,550
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139
$525K 0.04%
4,440
-1,337
140
$494K 0.03%
3,000
141
$482K 0.03%
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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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147
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1,507
-346
148
$458K 0.03%
3,803
+158
149
$445K 0.03%
1,123
+362
150
$438K 0.03%
1,951
4 5
6
7 8