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
$875M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$9.9M
3
+$3.48M
4
GLD icon
SPDR Gold Trust
GLD
+$2.25M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$1.46M

Top Sells

1
+$16.4M
2
+$8.72M
3
+$1.65M
4
SDIV icon
Global X SuperDividend ETF
SDIV
+$1.42M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.37M

Sector Composition

1 Technology 19.26%
2 Healthcare 16.8%
3 Consumer Discretionary 14.93%
4 Financials 11.74%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$302K 0.03%
+6,415
152
$294K 0.03%
2,484
-196
153
$294K 0.03%
3,419
154
$282K 0.03%
1,276
+30
155
$282K 0.03%
3,134
+100
156
$275K 0.03%
2,405
+10
157
$272K 0.03%
4,435
-651
158
$262K 0.03%
7,365
-500
159
$255K 0.03%
2,260
-325
160
$249K 0.03%
+2,351
161
$248K 0.03%
+9,415
162
$247K 0.03%
6,750
-1,500
163
$245K 0.03%
900
164
$242K 0.03%
8,637
165
$240K 0.03%
+1,156
166
$233K 0.03%
5,226
-193
167
$232K 0.03%
+6,200
168
$231K 0.03%
+3,662
169
$226K 0.03%
+2,960
170
$224K 0.03%
+2,776
171
$223K 0.03%
+1,850
172
$222K 0.03%
+591
173
$221K 0.03%
1,065
174
$219K 0.03%
2,205
175
$219K 0.03%
+1,445
4 5 6
7
8