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
$648M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1 +$15M
2 +$14M
3 +$5.17M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$793K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$771K

Top Sells

1 +$22.3M
2 +$15.4M
3 +$6.05M
4
AGN
Allergan plc
AGN
+$2.09M
5
MA icon
Mastercard
MA
+$1.52M

Sector Composition

1 Consumer Discretionary 19.25%
2 Financials 15.1%
3 Healthcare 12.01%
4 Technology 12%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-8,525
177
-23,390