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
$251M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.26M
3
+$1.16M
4
GIS icon
General Mills
GIS
+$805K
5
CHKP icon
Check Point Software Technologies
CHKP
+$709K

Top Sells

1
+$2.19M
2
+$1.03M
3
+$961K
4
CAG icon
Conagra Brands
CAG
+$804K
5
BAC icon
Bank of America
BAC
+$621K

Sector Composition

1 Energy 15.1%
2 Healthcare 14.49%
3 Financials 12.72%
4 Technology 11.64%
5 Industrials 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.8M 1.51%
283,342
-1,500
27
$3.65M 1.45%
22,622
-5,952
28
$3.6M 1.43%
171,187
-2,350
29
$3.41M 1.36%
34,246
+1,189
30
$3.29M 1.31%
76,065
+7,740
31
$3.29M 1.31%
212,367
-2,158
32
$3.23M 1.28%
230,050
+90,200
33
$3.15M 1.25%
54,972
+160
34
$2.72M 1.08%
19,916
+163
35
$2.57M 1.02%
45,974
+20,650
36
$2.57M 1.02%
36,381
+1,051
37
$2.56M 1.02%
51,300
+16,140
38
$2.54M 1.01%
44,094
-4,672
39
$2.51M 1%
47,488
-500
40
$2.46M 0.98%
191,703
-6,675
41
$2.44M 0.97%
+14,531
42
$2.3M 0.92%
87,733
-30,648
43
$1.98M 0.79%
74,586
-2,556
44
$1.98M 0.79%
66,170
+260
45
$1.97M 0.78%
106
-1
46
$1.76M 0.7%
48,315
+8,550
47
$1.71M 0.68%
34,700
+8,125
48
$1.66M 0.66%
85,066
-25,674
49
$1.62M 0.64%
19,266
-52
50
$1.49M 0.59%
18,405
1
2
3 4 5