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
151
$438K 0.03%
2,722
+122
152
$436K 0.03%
12,100
153
$436K 0.03%
+11,718
154
$414K 0.03%
828
+28
155
$414K 0.03%
4,995
-7
156
$410K 0.03%
1,194
+221
157
$406K 0.03%
3,360
-66
158
$405K 0.03%
1,706
+114
159
$401K 0.03%
+3,270
160
$396K 0.03%
2,176
161
$396K 0.03%
3,247
+1,052
162
$384K 0.03%
4,890
163
$381K 0.03%
3,361
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164
$379K 0.03%
2,250
+480
165
$372K 0.03%
2,400
+500
166
$370K 0.03%
+13,507
167
$366K 0.03%
5,492
+2,046
168
$365K 0.03%
+3,311
169
$351K 0.02%
8,766
-3,883
170
$351K 0.02%
1,494
-51
171
$350K 0.02%
13,412
-4,735
172
$350K 0.02%
+3,311
173
$340K 0.02%
3,982
-4,178
174
$340K 0.02%
3,844
+261
175
$338K 0.02%
726
+225
5 6
7
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