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
$1.5B
AUM Growth
+$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$15.5M
3
+$10.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.59M
5
VRSK icon
Verisk Analytics
VRSK
+$5.19M

Top Sells

1
+$13.7M
2
+$5.96M
3
+$5.72M
4
D icon
Dominion Energy
D
+$3.98M
5
VV icon
Vanguard Large-Cap ETF
VV
+$1.75M

Sector Composition

1 Technology 25.45%
2 Healthcare 15.86%
3 Consumer Discretionary 12.27%
4 Financials 11.28%
5 Communication Services 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$531K 0.04%
3,000
152
$524K 0.04%
+8,146
153
$523K 0.03%
1,894
+116
154
$521K 0.03%
2,969
-925
155
$520K 0.03%
2,334
+840
156
$515K 0.03%
4,919
+1,672
157
$514K 0.03%
2,127
-719
158
$508K 0.03%
9,628
-6,263
159
$503K 0.03%
+2,120
160
$498K 0.03%
1,507
161
$493K 0.03%
2,063
+112
162
$493K 0.03%
2,126
-50
163
$488K 0.03%
3,676
164
$464K 0.03%
12,100
165
$458K 0.03%
3,643
166
$451K 0.03%
3,613
-1,346
167
$447K 0.03%
3,933
+1,316
168
$436K 0.03%
3,419
-384
169
$431K 0.03%
4,858
-137
170
$428K 0.03%
3,024
-336
171
$424K 0.03%
+2,516
172
$422K 0.03%
7,386
+1,894
173
$418K 0.03%
3,968
+932
174
$399K 0.03%
2,175
-225
175
$398K 0.03%
2,370
-352
5 6
7
8 9