MCM

Maple Capital Management Portfolio holdings

AUM $1.59B
1-Year Est. Return 21.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$6.69M
3
+$2.6M
4
AMAT icon
Applied Materials
AMAT
+$1.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.37M

Top Sells

1
+$17.2M
2
+$3.94M
3
+$1.49M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.15M
5
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$811K

Sector Composition

1 Technology 33.56%
2 Financials 14.98%
3 Communication Services 13.88%
4 Consumer Discretionary 11.11%
5 Healthcare 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISRG icon
26
Intuitive Surgical
ISRG
$168B
$21.2M 1.33%
37,387
-206
APD icon
27
Air Products & Chemicals
APD
$64.1B
$18.6M 1.17%
75,150
+730
CME icon
28
CME Group
CME
$112B
$17.6M 1.11%
64,585
-146
CL icon
29
Colgate-Palmolive
CL
$71.2B
$14.1M 0.89%
178,126
+4,494
CMG icon
30
Chipotle Mexican Grill
CMG
$42.4B
$13.7M 0.86%
369,148
+3,532
ECL icon
31
Ecolab
ECL
$77.3B
$12.5M 0.79%
47,510
+208
ZTS icon
32
Zoetis
ZTS
$48.8B
$11.1M 0.7%
88,549
-168
NFLX icon
33
Netflix
NFLX
$402B
$11.1M 0.7%
118,783
+413
UBER icon
34
Uber
UBER
$151B
$9.84M 0.62%
120,398
+7,136
MSCI icon
35
MSCI
MSCI
$40.3B
$6.84M 0.43%
+11,920
FBND icon
36
Fidelity Total Bond ETF
FBND
$24.8B
$4.9M 0.31%
106,384
+1,981
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$3.66T
$3.08M 0.19%
9,833
-179
SPY icon
38
State Street SPDR S&P 500 ETF Trust
SPY
$663B
$3.07M 0.19%
4,506
+85
BRK.B icon
39
Berkshire Hathaway Class B
BRK.B
$1.06T
$2.77M 0.17%
5,514
-509
SPYM
40
State Street SPDR Portfolio S&P 500 ETF
SPYM
$104B
$2.63M 0.17%
+32,749
EFA icon
41
iShares MSCI EAFE ETF
EFA
$71.1B
$2.44M 0.15%
25,371
-75
IVV icon
42
iShares Core S&P 500 ETF
IVV
$720B
$2.37M 0.15%
3,463
-31
IJH icon
43
iShares Core S&P Mid-Cap ETF
IJH
$105B
$2.16M 0.14%
32,795
-782
XOM icon
44
Exxon Mobil
XOM
$651B
$1.7M 0.11%
14,167
+578
JPST icon
45
JPMorgan Ultra-Short Income ETF
JPST
$37.6B
$1.68M 0.11%
33,146
+1,354
TSLA icon
46
Tesla
TSLA
$1.47T
$1.41M 0.09%
3,140
-25
VOO icon
47
Vanguard S&P 500 ETF
VOO
$842B
$1.4M 0.09%
2,234
+254
PG icon
48
Procter & Gamble
PG
$350B
$1.32M 0.08%
9,208
-11
QQQ icon
49
Invesco QQQ Trust
QQQ
$384B
$1.31M 0.08%
2,133
IXUS icon
50
iShares Core MSCI Total International Stock ETF
IXUS
$52.1B
$1.3M 0.08%
15,348
-1,008
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