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
176
$397K 0.03%
3,068
+1,115
177
$391K 0.03%
1,456
-250
178
$379K 0.03%
775
-53
179
$373K 0.02%
+19,806
180
$369K 0.02%
+5,421
181
$366K 0.02%
9,500
182
$366K 0.02%
+4,193
183
$353K 0.02%
3,020
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184
$344K 0.02%
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-349
185
$339K 0.02%
1,583
+492
186
$338K 0.02%
9,333
-2,385
187
$337K 0.02%
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188
$337K 0.02%
+4,233
189
$333K 0.02%
5,731
190
$332K 0.02%
+6,067
191
$326K 0.02%
1,083
192
$323K 0.02%
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193
$323K 0.02%
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194
$313K 0.02%
1,413
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195
$313K 0.02%
4,240
196
$312K 0.02%
4,340
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197
$310K 0.02%
679
-47
198
$304K 0.02%
+7,922
199
$300K 0.02%
+300
200
$297K 0.02%
816
-378
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