MCM

Maple Capital Management Portfolio holdings

AUM $1.46B
1-Year Est. Return 17.35%
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.27M
3
+$1.04M
4
CBU icon
Community Bank
CBU
+$609K
5
EXXI
ENERGY XXI LTD COM SHS
EXXI
+$464K

Top Sells

1
+$4.17M
2
+$2.92M
3
+$2.58M
4
GEN icon
Gen Digital
GEN
+$2.45M
5
EMR icon
Emerson Electric
EMR
+$1.62M

Sector Composition

1 Energy 15.53%
2 Healthcare 13.3%
3 Financials 12%
4 Technology 11.19%
5 Industrials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.29M 1.45%
214,525
+2,125
27
$3.25M 1.43%
284,842
+24,267
28
$3.13M 1.38%
173,537
+725
29
$3.11M 1.37%
93,625
+12,225
30
$3.03M 1.33%
33,057
+4,890
31
$2.92M 1.28%
68,325
+6,367
32
$2.85M 1.26%
54,812
+1,625
33
$2.79M 1.23%
118,381
-19,095
34
$2.74M 1.21%
48,766
+414
35
$2.49M 1.09%
198,378
+2,850
36
$2.46M 1.08%
35,330
-313
37
$2.34M 1.03%
110,740
+2,629
38
$2.32M 1.02%
19,753
-24,855
39
$2.19M 0.97%
95,700
-700
40
$2.15M 0.95%
47,988
-2,930
41
$2.01M 0.88%
65,910
+350
42
$1.97M 0.87%
77,142
+199
43
$1.92M 0.85%
107
+12
44
$1.89M 0.83%
+139,850
45
$1.69M 0.74%
35,160
+5,500
46
$1.6M 0.7%
115,700
47
$1.54M 0.68%
33,344
+22,489
48
$1.5M 0.66%
19,318
+1,182
49
$1.47M 0.65%
18,405
+150
50
$1.31M 0.58%
6,480
+250
1
2
3 4 5