MCM

Maple Capital Management Portfolio holdings

AUM $1.52B
1-Year Est. Return 19.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.52B
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1 +$1.96M
2 +$1.78M
3 +$1.69M
4
UBER icon
Uber
UBER
+$1.37M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.29M

Top Sells

1 +$22.4M
2 +$13.5M
3 +$1.75M
4
GMS
GMS Inc
GMS
+$1.33M
5
AXP icon
American Express
AXP
+$1.28M

Sector Composition

1 Technology 34.03%
2 Financials 14.85%
3 Communication Services 13.15%
4 Consumer Discretionary 11.49%
5 Healthcare 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CME icon
26
CME Group
CME
$102B
$17.5M 1.15%
64,731
+394
ISRG icon
27
Intuitive Surgical
ISRG
$186B
$16.8M 1.1%
37,593
-762
CMG icon
28
Chipotle Mexican Grill
CMG
$52.4B
$14.3M 0.94%
365,616
+10,280
NFLX icon
29
Netflix
NFLX
$361B
$14.2M 0.93%
118,370
+4,120
CL icon
30
Colgate-Palmolive
CL
$69.2B
$13.9M 0.91%
173,632
+9,555
ZTS icon
31
Zoetis
ZTS
$55.1B
$13M 0.85%
88,717
+1,165
ECL icon
32
Ecolab
ECL
$80.5B
$13M 0.85%
47,302
+358
UBER icon
33
Uber
UBER
$169B
$11.1M 0.73%
113,262
+13,999
FBND icon
34
Fidelity Total Bond ETF
FBND
$24B
$4.83M 0.32%
104,403
+7,109
BRK.B icon
35
Berkshire Hathaway Class B
BRK.B
$1.03T
$3.03M 0.2%
6,023
-18
SPY icon
36
SPDR S&P 500 ETF Trust
SPY
$713B
$2.95M 0.19%
4,421
+96
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$4.05T
$2.43M 0.16%
10,012
+145
EFA icon
38
iShares MSCI EAFE ETF
EFA
$75.2B
$2.38M 0.16%
25,446
+140
IVV icon
39
iShares Core S&P 500 ETF
IVV
$769B
$2.34M 0.15%
3,494
+11
BRK.A icon
40
Berkshire Hathaway Class A
BRK.A
$1.03T
$2.26M 0.15%
3
IJH icon
41
iShares Core S&P Mid-Cap ETF
IJH
$109B
$2.19M 0.14%
33,577
-2,843
TCHP icon
42
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.86B
$1.71M 0.11%
34,911
-5,984
SCHD icon
43
Schwab US Dividend Equity ETF
SCHD
$77B
$1.67M 0.11%
61,179
-4,771
JPST icon
44
JPMorgan Ultra-Short Income ETF
JPST
$36.2B
$1.61M 0.11%
31,792
+2,301
XOM icon
45
Exxon Mobil
XOM
$577B
$1.53M 0.1%
13,589
-778
ORCL icon
46
Oracle
ORCL
$500B
$1.44M 0.09%
5,132
+80
PG icon
47
Procter & Gamble
PG
$346B
$1.42M 0.09%
9,219
-1,742
TSLA icon
48
Tesla
TSLA
$1.44T
$1.41M 0.09%
3,165
-92
IXUS icon
49
iShares Core MSCI Total International Stock ETF
IXUS
$55.6B
$1.35M 0.09%
16,356
+2,363
QQQ icon
50
Invesco QQQ Trust
QQQ
$414B
$1.28M 0.08%
2,133
-152