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
$608M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$2.63M
3
+$1.61M
4
SDIV icon
Global X SuperDividend ETF
SDIV
+$1.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$689K

Top Sells

1
+$9.92M
2
+$3.05M
3
+$2.44M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.34M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$655K

Sector Composition

1 Consumer Discretionary 20.09%
2 Healthcare 16.17%
3 Financials 12.44%
4 Technology 8.97%
5 Consumer Staples 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$277K 0.05%
3,241
-39
152
$272K 0.04%
1,324
+25
153
$270K 0.04%
+5,060
154
$270K 0.04%
+2,673
155
$270K 0.04%
9,075
+1,000
156
$266K 0.04%
6,423
-825
157
$256K 0.04%
+3,912
158
$255K 0.04%
2,138
+188
159
$249K 0.04%
3,188
160
$245K 0.04%
7,950
-685
161
$244K 0.04%
4,570
+160
162
$244K 0.04%
4,830
-196,425
163
$242K 0.04%
2,560
164
$239K 0.04%
6,840
165
$239K 0.04%
3,155
166
$230K 0.04%
11,700
167
$230K 0.04%
8,820
168
$227K 0.04%
4,860
+170
169
$221K 0.04%
+2,910
170
$218K 0.04%
4,600
+600
171
$217K 0.04%
2,363
172
$215K 0.04%
7,591
173
$214K 0.04%
5,882
174
$214K 0.04%
41,900
175
$201K 0.03%
+4,355
4 5 6
7
8