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
$667M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$2.76M
3
+$1.38M
4
CERN
Cerner Corp
CERN
+$1.12M
5
XOM icon
Exxon Mobil
XOM
+$728K

Top Sells

1
+$17M
2
+$1.07M
3
+$912K
4
AGN
Allergan plc
AGN
+$787K
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$677K

Sector Composition

1 Consumer Discretionary 18.47%
2 Financials 16.47%
3 Healthcare 14.76%
4 Technology 12.43%
5 Consumer Staples 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$153K 0.02%
14,800
-6,900
152
$101K 0.02%
+12,000
153
$90K 0.01%
14,000
154
$43K 0.01%
+1,027
155
$32K ﹤0.01%
+10,200
156
– –
-11,282
157
– –
-160,044
158
– –
-4,280
159
– –
-9,425
160
– –
-4,100
161
– –
-41,900
3 4 5 6
7