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
176
$335K 0.02%
4,969
+164
177
$332K 0.02%
+10,632
178
$324K 0.02%
9,500
+300
179
$322K 0.02%
5,731
180
$316K 0.02%
+1,953
181
$311K 0.02%
2,956
182
$310K 0.02%
1,083
183
$306K 0.02%
+2,617
184
$291K 0.02%
4,240
-2,300
185
$290K 0.02%
11,860
+660
186
$286K 0.02%
3,270
-50
187
$282K 0.02%
3,903
-735
188
$278K 0.02%
1,375
189
$269K 0.02%
1,319
+260
190
$257K 0.02%
1,050
191
$255K 0.02%
+1,927
192
$252K 0.02%
2,964
193
$250K 0.02%
+1,521
194
$249K 0.02%
+1,150
195
$249K 0.02%
+2,046
196
$246K 0.02%
5,700
197
$245K 0.02%
2,063
+33
198
$244K 0.02%
2,640
-40
199
$241K 0.02%
2,510
-100
200
$241K 0.02%
+3,036
6 7
8
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