MARYLAND CAPITAL MANAGEMENT

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Maryland Capital Management is based out of Baltimore. Maryland Capital Management is a large advisory firm with 762 clients and discretionary assets under management (AUM) of $1,372,030,100 (Form ADV from 2021-01-19). Their last reported 13F filing for Q4 2020 included $1,422,104,000 in managed 13F securities and a top 10 holdings concentration of 39.63%. Maryland Capital Management's largest holding is Apple Inc with shares held of 673,793. Maryland Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 66 13F filings

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12/31/2020

13F Activity

  • Market Value $1.422 Billion
  • Prior Market Value $1.221 Billion
  • New Purchases26 stocks
  • Additional Purchases108 stocks
  • Sold out of12 stocks
  • Reduced holdings in59 stocks
  • Top 10 Holdings % 39.63 %
  • Turnover % [1]:17.27%
  • Turnover Alt % [2]: 1.93 %
  • Time Held Top20:16.45 quarters
  • Time Held Top10:15.10 quarters
  • Time Held All:21.20 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

12/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-02-16

Performance for Q4 2020: 12.33%
Performance Last 4 Quarters: 33.25%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

MARYLAND CAPITAL MANAGEMENT, LLC
800 NORTH CHARLES STREET SUITE 500
BALTIMORE MD    21201
Country: United States

Business Phone: 410-547-2666
Fax: 410-547-2670
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MD
Number of employees: 18
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 0
Total Number of Clients: 762
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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MARYLAND CAPITAL MANAGEMENT, LLC

ownership team - last updated 2020-10-28
Name Title Start Date Direct/Indirect % Ownership
HEARD, GREGORY, GLEN PRINCIPAL 11/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MARYLAND CAPITAL MANAGEMENT, LLC PRINCIPAL direct 2004-11-01
BLAIR, JOHN, FLEMING PRINCIPAL 11/01/2004 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MARYLAND CAPITAL MANAGEMENT, LLC PRINCIPAL direct 2004-11-01
CAPLES, JEFFREY, LARKIN PRINCIPAL 01/01/2020 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MARYLAND CAPITAL MANAGEMENT, LLC PORTFOLIO MANAGER direct 2009-06-01
MARYLAND CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2010-01-01
DIRZUWEIT, LENEE, BETH CHIEF COMPLIANCE OFFICER 04/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
FERRIS, BAKER WATTS, LLC ROSFP direct 2008-10-01

MARYLAND CAPITAL MANAGEMENT, LLC

ownership team - last updated 2020-09-30
Name Title Start Date Direct/Indirect % Ownership
HEARD, GREGORY, GLEN PRINCIPAL 11/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MARYLAND CAPITAL MANAGEMENT, LLC PRINCIPAL direct 2004-11-01
BLAIR, JOHN, FLEMING PRINCIPAL 11/01/2004 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MARYLAND CAPITAL MANAGEMENT, LLC PRINCIPAL direct 2004-11-01
CAPLES, JEFFREY, LARKIN PRINCIPAL 01/01/2020 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MARYLAND CAPITAL MANAGEMENT, LLC PORTFOLIO MANAGER direct 2009-06-01
MARYLAND CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2010-01-01
DIRZUWEIT, LENEE, BETH CHIEF COMPLIANCE OFFICER 04/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
FERRIS, BAKER WATTS, LLC ROSFP direct 2008-10-01

MARYLAND CAPITAL MANAGEMENT, LLC

ownership team - last updated 2020-06-23
Name Title Start Date Direct/Indirect % Ownership
HEARD, GREGORY, GLEN PRINCIPAL 11/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MARYLAND CAPITAL MANAGEMENT, LLC PRINCIPAL direct 2004-11-01
BLAIR, JOHN, FLEMING PRINCIPAL 11/01/2004 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MARYLAND CAPITAL MANAGEMENT, LLC PRINCIPAL direct 2004-11-01
CAPLES, JEFFREY, LARKIN PRINCIPAL, CHIEF COMPLIANCE OFFICER 01/01/2020 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MARYLAND CAPITAL MANAGEMENT, LLC PORTFOLIO MANAGER direct 2009-06-01
MARYLAND CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2010-01-01

MARYLAND CAPITAL MANAGEMENT, LLC

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

MARYLAND CAPITAL MANAGEMENT, LLC

ownership team - last updated 2019-04-23
Name Title Start Date Direct/Indirect % Ownership
HEARD, GREGORY, GLEN PRINCIPAL 11/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MARYLAND CAPITAL MANAGEMENT, LLC PRINCIPAL direct 2004-11-01
BLAIR, JOHN, FLEMING PRINCIPAL 11/01/2004 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MARYLAND CAPITAL MANAGEMENT, LLC PRINCIPAL direct 2004-11-01
PUMPHREY, SHANDY, CARROLL CCO/CFO 03/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
MARYLAND CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2010-03-01
MARYLAND CAPITAL MANAGEMENT, LLC CCO/CFO direct 2010-03-01

MARYLAND CAPITAL MANAGEMENT, LLC

ownership team - last updated 2019-03-25
Name Title Start Date Direct/Indirect % Ownership
HEARD, GREGORY, GLEN PRINCIPAL 11/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MARYLAND CAPITAL MANAGEMENT, LLC PRINCIPAL direct 2004-11-01
BLAIR, JOHN, FLEMING PRINCIPAL 11/01/2004 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MARYLAND CAPITAL MANAGEMENT, LLC PRINCIPAL direct 2004-11-01
PUMPHREY, SHANDY, CARROLL CCO/CFO 03/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
MARYLAND CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2010-03-01
MARYLAND CAPITAL MANAGEMENT, LLC CCO/CFO direct 2010-03-01

MARYLAND CAPITAL MANAGEMENT, LLC

ownership team - last updated 2017-03-24
Name Title Start Date Direct/Indirect % Ownership
HEARD, GREGORY, GLEN PRINCIPAL 11/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MARYLAND CAPITAL MANAGEMENT, LLC PRINCIPAL direct 2004-11-01
ALLNER, FREDERICK, ABELS PRINCIPAL 11/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MARYLAND CAPITAL MANAGEMENT, LLC PRINCIPAL direct 2004-11-01
BLAIR, JOHN, FLEMING PRINCIPAL 11/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MARYLAND CAPITAL MANAGEMENT, LLC PRINCIPAL direct 2004-11-01
PUMPHREY, SHANDY, CARROLL CCO/CFO 03/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
MARYLAND CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2010-03-01
MARYLAND CAPITAL MANAGEMENT, LLC CCO/CFO direct 2010-03-01

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