Maryland Capital Management

data from 30/09/2022

Capitalization

$ 1.199 B -5.69 %

Average holding period

19 ans

Performance

$ -98.720 M -20 761.93 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Maryland Capital Management

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2022/09/30 AAPL APPLE INC 6.10% 73.168 M $ 529433 2013/06/30 784.895 K $ 1.08 %
2022/09/30 MSFT MICROSOFT CORP 5.32% 63.816 M $ 274004 2013/06/30 -6.610 M $ -9.32 %
2022/09/30 AMZN AMAZON COM INC 4.53% 54.358 M $ 481042 2013/09/30 3.077 M $ 6.39 %
2022/09/30 UNH UNITEDHEALTH GROUP INC 4.38% 52.537 M $ 104026 2014/12/31 -943.396 K $ -1.67 %
2022/09/30 MA MASTERCARD INCORPORATED 3.64% 43.701 M $ 153692 2013/06/30 -4.822 M $ -9.87 %
2022/09/30 IQV IQVIA HLDGS INC 3.02% 36.183 M $ 199750 2017/12/31 -7.212 M $ -16.52 %
2022/09/30 GOOGL ALPHABET INC 2.93% 35.191 M $ 367919 2015/09/30 -4.931 M $ -12.22 %
2022/09/30 EPAM EPAM SYS INC 2.74% 32.807 M $ 90580 2017/09/30 6.366 M $ 22.87 %
2022/09/30 FIVE FIVE BELOW INC 2.54% 30.443 M $ 221127 2018/03/31 5.437 M $ 21.37 %
2022/09/30 MNST MONSTER BEVERAGE CORP NEW 1.96% 23.489 M $ 270115 2019/12/31 -1.647 M $ -6.19 %
2022/09/30 EW EDWARDS LIFESCIENCES CORP 1.94% 23.277 M $ 281700 2020/09/30 -3.545 M $ -13.10 %
2022/09/30 PEP PEPSICO INC 1.94% 23.254 M $ 142437 2013/06/30 -485.829 K $ -2.04 %
2022/09/30 SCHW SCHWAB CHARLES CORP 1.79% 21.506 M $ 299240 2021/06/30 2.606 M $ 13.75 %
2022/09/30 PAYC PAYCOM SOFTWARE INC 1.77% 21.185 M $ 64199 2017/12/31 3.285 M $ 17.80 %
2022/09/30 GOOG ALPHABET INC 1.62% 19.459 M $ 202384 2015/09/30 -2.759 M $ -12.09 %
2022/09/30 BLK BLACKROCK INC 1.60% 19.200 M $ 34892 2017/03/31 -2.262 M $ -9.65 %
2022/09/30 ISRG INTUITIVE SURGICAL INC 1.59% 19.124 M $ 102025 2018/06/30 -1.360 M $ -6.61 %
2022/09/30 PYPL PAYPAL HLDGS INC 1.52% 18.195 M $ 211395 2015/09/30 3.540 M $ 23.24 %
2022/09/30 ABT ABBOTT LABS 1.49% 17.903 M $ 185019 2013/06/30 -2.251 M $ -10.94 %
2022/09/30 CRM SALESFORCE INC 1.49% 17.828 M $ 123944 2018/03/31 -2.610 M $ -12.85 %
2022/09/30 DIS DISNEY WALT CO 1.33% 15.951 M $ 169093 2013/06/30 -12.065 K $ -0.07 %
2022/09/30 HD HOME DEPOT INC 1.32% 15.818 M $ 57323 2013/06/30 94.600 K $ 0.61 %
2022/09/30 CVX CHEVRON CORP NEW 1.23% 14.707 M $ 102366 2013/06/30 -104.035 K $ -0.77 %
2022/09/30 ABBV ABBVIE INC 1.18% 14.130 M $ 105285 2013/06/30 -2.008 M $ -12.37 %
2022/09/30 TREX TREX CO INC 1.17% 14.084 M $ 320513 2018/03/31 -3.401 M $ -19.26 %
2022/09/30 VB VANGUARD INDEX FDS 1.17% 13.985 M $ 81829 2011/12/31 -426.197 K $ -2.95 %
2022/09/30 ADBE ADOBE SYSTEMS INCORPORATED 1.12% 13.406 M $ 48713 2019/12/31 -4.496 M $ -24.82 %
2022/09/30 CVS CVS HEALTH CORP 1.11% 13.306 M $ 139522 2019/09/30 325.213 K $ 2.92 %
2022/09/30 JNJ JOHNSON & JOHNSON 1.09% 13.120 M $ 80314 2013/06/30 -1.092 M $ -7.97 %
2022/09/30 GNRC GENERAC HLDGS INC 1.08% 12.987 M $ 72906 2021/06/30 -2.445 M $ -15.40 %
2022/09/30 PG PROCTER AND GAMBLE CO 1.08% 12.918 M $ 102321 2013/06/30 -1.787 M $ -12.20 %
2022/09/30 MCD MCDONALDS CORP 1.07% 12.860 M $ 55735 2013/06/30 -863.715 K $ -6.54 %
2022/09/30 AMD ADVANCED MICRO DEVICES INC 1.05% 12.594 M $ 198772 2022/06/30 -2.615 M $ -17.14 %
2022/09/30 META META PLATFORMS INC 1.04% 12.474 M $ 91940 2017/06/30 -2.628 M $ -15.86 %
2022/09/30 LMT LOCKHEED MARTIN CORP 0.97% 11.624 M $ 30093 2013/06/30 -1.211 M $ -10.16 %
2022/09/30 V VISA INC 0.97% 11.599 M $ 65289 2014/12/31 -1.112 M $ -9.77 %
2022/09/30 DUK DUKE ENERGY CORP NEW 0.92% 11.007 M $ 118333 2013/03/31 -1.661 M $ -13.24 %
2022/09/30 VZ VERIZON COMMUNICATIONS INC 0.88% 10.611 M $ 279477 2013/06/30 -3.609 M $ -25.18 %
2022/09/30 SO SOUTHERN CO 0.88% 10.499 M $ 154385 2013/06/30 -510.822 K $ -4.64 %
2022/09/30 PFE PFIZER INC 0.86% 10.332 M $ 236092 2013/06/30 -2.047 M $ -16.54 %
2022/09/30 BAC BK OF AMERICA CORP 0.84% 10.128 M $ 335386 2013/06/30 -267.382 K $ -2.99 %
2022/09/30 MRK MERCK & CO INC 0.81% 9.687 M $ 112477 2013/06/30 -522.321 K $ -5.54 %
2022/09/30 JPM JPMORGAN CHASE & CO 0.79% 9.497 M $ 90885 2013/06/30 -1.113 M $ -7.20 %
2022/09/30 TGT TARGET CORP 0.79% 9.432 M $ 63558 2020/09/30 450.872 K $ 5.07 %
2022/09/30 EMR EMERSON ELEC CO 0.77% 9.264 M $ 126513 2015/12/31 -772.771 K $ -7.95 %
2022/09/30 SPY SPDR S&P 500 ETF TR 0.72% 8.665 M $ 24259 2014/06/30 -491.735 K $ -5.32 %
2022/09/30 CCI CROWN CASTLE INC 0.71% 8.560 M $ 59216 2019/03/31 -1.407 M $ -14.15 %
2022/09/30 WELL WELLTOWER INC 0.64% 7.685 M $ 119466 2015/09/30 -2.068 M $ -21.89 %
2022/09/30 VEA VANGUARD TAX-MANAGED FDS 0.63% 7.609 M $ 209262 2018/06/30 -913.432 K $ -10.88 %
2022/09/30 PAYX PAYCHEX INC 0.59% 7.076 M $ 63059 2014/12/31 -102.901 K $ -1.46 %
2022/09/30 SYY SYSCO CORP 0.57% 6.856 M $ 96960 2022/03/31 -1.234 M $ -16.53 %
2022/09/30 VO VANGUARD INDEX FDS 0.57% 6.783 M $ 36084 2013/06/30 -321.644 K $ -4.56 %
2022/09/30 NEE NEXTERA ENERGY INC 0.56% 6.704 M $ 85490 2013/06/30 80.470 K $ 1.23 %
2022/09/30 CSCO CISCO SYS INC 0.56% 6.669 M $ 166724 2005/12/31 -435.937 K $ -6.19 %
2022/09/30 VNQ VANGUARD INDEX FDS 0.55% 6.617 M $ 82532 2013/06/30 -896.642 K $ -12.01 %
2022/09/30 TFC TRUIST FINL CORP 0.55% 6.575 M $ 151006 2019/12/31 -649.719 K $ -8.20 %
2022/09/30 AVGO BROADCOM INC 0.53% 6.374 M $ 14355 2020/06/30 -599.495 K $ -8.60 %
2022/09/30 QQQ INVESCO QQQ TR 0.51% 6.074 M $ 22725 2021/03/31 -302.936 K $ -4.65 %
2022/09/30 XOM EXXON MOBIL CORP 0.49% 5.839 M $ 66878 2013/06/30 109.216 K $ 1.95 %
2022/09/30 GLW CORNING INC 0.41% 4.948 M $ 170488 2021/03/31 -419.159 K $ -7.90 %
2022/09/30 KMI KINDER MORGAN INC DEL 0.41% 4.877 M $ 293094 2020/03/31 -31.458 K $ -0.72 %
2022/09/30 DLR DIGITAL RLTY TR INC 0.40% 4.843 M $ 48834 2020/09/30 -1.470 M $ -23.61 %
2022/09/30 IVV ISHARES TR 0.40% 4.783 M $ 13336 2013/06/30 -266.500 K $ -5.41 %
2022/09/30 ELV ELEVANCE HEALTH INC 0.39% 4.706 M $ 10361 2022/09/30 0.000 $ 0.00 %
2022/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.39% 4.646 M $ 39109 2013/06/30 -652.667 K $ -15.85 %
2022/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.38% 4.504 M $ 123434 2011/12/31 -606.846 K $ -12.39 %
2022/09/30 APO APOLLO GLOBAL MGMT INC 0.36% 4.357 M $ 93681 2022/03/31 -183.898 K $ -4.08 %
2022/09/30 AGG ISHARES TR 0.36% 4.324 M $ 44887 2009/09/30 -284.397 K $ -5.25 %
2022/09/30 ITW ILLINOIS TOOL WKS INC 0.33% 3.992 M $ 22095 2020/09/30 -36.702 K $ -0.88 %
2022/09/30 LLY LILLY ELI & CO 0.26% 3.135 M $ 9694 2013/06/30 -8.460 K $ -0.27 %
2022/09/30 SHY ISHARES TR 0.22% 2.624 M $ 32315 2022/03/31 -16.534 K $ -1.91 %
2022/09/30 DHR DANAHER CORPORATION 0.19% 2.323 M $ 8992 2013/06/30 42.666 K $ 1.88 %
2022/09/30 IWM ISHARES TR 0.19% 2.274 M $ 13787 2013/06/30 -62.715 K $ -2.62 %
2022/09/30 WMT WALMART INC 0.17% 2.069 M $ 15956 2013/06/30 132.046 K $ 6.66 %
2022/09/30 IXC ISHARES TR 0.17% 2.056 M $ 61699 2021/03/31 -33.664 K $ -1.62 %
2022/09/30 LQD ISHARES TR 0.17% 1.980 M $ 19323 2009/09/30 -137.326 K $ -6.89 %
2022/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.15% 1.852 M $ 6935 2013/06/30 -44.298 K $ -2.20 %
2022/09/30 GLD SPDR GOLD TR 0.14% 1.686 M $ 10900 2018/12/31 -150.311 K $ -8.19 %
2022/09/30 COST COSTCO WHSL CORP NEW 0.14% 1.657 M $ 3509 2013/06/30 -24.752 K $ -1.46 %
2022/09/30 VTI VANGUARD INDEX FDS 0.13% 1.533 M $ 8541 2016/09/30 -81.453 K $ -4.85 %
2022/09/30 IBB ISHARES TR 0.12% 1.477 M $ 12631 2016/09/30 -8.462 K $ -0.57 %
2022/09/30 VGT VANGUARD WORLD FDS 0.12% 1.473 M $ 4791 2016/12/31 -92.294 K $ -5.87 %
2022/09/30 MDY SPDR S&P MIDCAP 400 ETF TR 0.12% 1.442 M $ 3590 2020/03/31 -43.356 K $ -2.86 %
2022/09/30 VV VANGUARD INDEX FDS 0.11% 1.345 M $ 8226 2016/12/31 -71.638 K $ -5.10 %
2022/09/30 NVDA NVIDIA CORPORATION 0.11% 1.343 M $ 11065 2020/03/31 -414.343 K $ -19.92 %
2022/09/30 DGRO ISHARES TR 0.11% 1.340 M $ 30138 2022/06/30 -96.986 K $ -6.65 %
2022/09/30 RWR SPDR SER TR 0.11% 1.319 M $ 15650 2011/09/30 -169.332 K $ -11.38 %
2022/09/30 AMGN AMGEN INC 0.11% 1.306 M $ 5796 2019/12/31 -58.998 K $ -7.36 %
2022/09/30 SHV ISHARES TR 0.10% 1.232 M $ 11197 2022/06/30 -1.099 K $ -0.09 %
2022/09/30 IXJ ISHARES TR 0.10% 1.208 M $ 16032 2022/06/30 -92.692 K $ -7.14 %
2022/09/30 NOW SERVICENOW INC 0.10% 1.194 M $ 3163 2020/03/31 -391.542 K $ -20.59 %
2022/09/30 VTIP VANGUARD MALVERN FDS 0.10% 1.171 M $ 24342 2022/06/30 -46.465 K $ -4.01 %
2022/09/30 SBUX STARBUCKS CORP 0.10% 1.148 M $ 13620 2015/09/30 107.787 K $ 10.30 %
2022/09/30 TTD THE TRADE DESK INC 0.10% 1.144 M $ 19142 2020/03/31 364.558 K $ 42.64 %
2022/09/30 JXI ISHARES TR 0.09% 1.118 M $ 20424 2022/06/30 -106.454 K $ -8.90 %
2022/09/30 TXN TEXAS INSTRS INC 0.09% 1.076 M $ 6951 2019/12/31 8.562 K $ 0.74 %
2022/09/30 IJH ISHARES TR 0.09% 1.061 M $ 4841 2019/09/30 -33.046 K $ -3.09 %
2022/09/30 BX BLACKSTONE INC 0.09% 1.047 M $ 12514 2020/03/31 -90.231 K $ -8.26 %
2022/09/30 LOW LOWES COS INC 0.09% 1.040 M $ 5540 2013/06/30 77.394 K $ 7.52 %
2022/09/30 ORCL ORACLE CORP 0.09% 1.023 M $ 16751 2013/06/30 -147.408 K $ -12.60 %