MCM

Maryland Capital Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 18.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-18.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$629M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$880K
2
+$663K
3
+$500K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$498K
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$462K

Top Sells

1
+$5.16M
2
+$3.92M
3
+$3.75M
4
XOM icon
Exxon Mobil
XOM
+$2.3M
5
VFC icon
VF Corp
VFC
+$2.1M

Sector Composition

1 Consumer Discretionary 18.08%
2 Healthcare 14.69%
3 Financials 11.16%
4 Technology 9.63%
5 Energy 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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