MCM
Maryland Capital Management Portfolio holdings
AUM
$1.2B
1-Year Return
18.21%
This Quarter Return
+11.84%
1 Year Return
-18.21%
3 Year Return
+44.51%
5 Year Return
+97.81%
10 Year Return
–
AUM
$1.22B
AUM Growth
+$139M
(+13%)
Cap. Flow
+$26.4M
Cap. Flow
% of AUM
2.16%
Top 10 Holdings %
Top 10 Hldgs %
39.78%
Holding
222
New
29
Increased
67
Reduced
92
Closed
16
Top Buys
| 1 |
Edwards Lifesciences
EW
|
+$21.7M |
| 2 |
Target
TGT
|
+$7.68M |
| 3 |
Fiserv
FI
|
+$4.46M |
| 4 |
Digital Realty Trust
DLR
|
+$3.37M |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$1.56M |
Top Sells
| 1 |
Apple
AAPL
|
+$3.17M |
| 2 |
PayPal
PYPL
|
+$2.75M |
| 3 |
Simon Property Group
SPG
|
+$1.8M |
| 4 |
iShares Global Utilities ETF
JXI
|
+$1.32M |
| 5 |
Invesco DB US Dollar Index Bullish Fund
UUP
|
+$1.22M |
Sector Composition
| 1 | Technology | 26.37% |
| 2 | Healthcare | 15.47% |
| 3 | Financials | 11.25% |
| 4 | Consumer Discretionary | 11.22% |
| 5 | Communication Services | 10.36% |
