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
$843M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$11M
3 +$3.76M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.12M
5
BA icon
Boeing
BA
+$1.26M

Top Sells

1 +$11.6M
2 +$11.3M
3 +$4.22M
4
BAC icon
Bank of America
BAC
+$2.85M
5
DD icon
DuPont de Nemours
DD
+$2.8M

Sector Composition

1 Technology 17.59%
2 Healthcare 17.43%
3 Financials 14.2%
4 Consumer Discretionary 13.95%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-98,373
177
-88,543