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
$275M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$3.06M
3
+$1.56M
4
CVS icon
CVS Health
CVS
+$1.22M
5
COR icon
Cencora
COR
+$918K

Top Sells

1
+$4.77M
2
+$1.76M
3
+$1.24M
4
PBCT
People's United Financial Inc
PBCT
+$476K
5
SUSQ
SUSQUEHANNA BANCSHARES INC
SUSQ
+$420K

Sector Composition

1 Energy 15.13%
2 Financials 12.9%
3 Healthcare 12.71%
4 Technology 11.96%
5 Industrials 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.12M 1.5%
100,354
+3,906
27
$4.09M 1.49%
285,492
+2,850
28
$4.03M 1.47%
64,956
+2,090
29
$3.93M 1.43%
58,575
+23,275
30
$3.88M 1.41%
48,996
+45,115
31
$3.87M 1.41%
85,404
+1,750
32
$3.83M 1.39%
179,514
+3,600
33
$3.79M 1.38%
31,851
+324
34
$3.75M 1.37%
158,775
+250
35
$3.7M 1.35%
70,385
+2,710
36
$3.28M 1.19%
56,572
37
$3.25M 1.18%
141,075
-16,100
38
$3.03M 1.1%
61,917
+2,150
39
$2.99M 1.09%
34,882
-435
40
$2.88M 1.05%
38,268
+16,185
41
$2.88M 1.05%
120
+1
42
$2.83M 1.03%
31,705
+1,270
43
$2.57M 0.93%
45,475
-710
44
$2.46M 0.9%
31,367
+80
45
$2.36M 0.86%
63,870
-1,500
46
$1.97M 0.72%
52,240
+1,675
47
$1.94M 0.71%
48,490
+9,375
48
$1.92M 0.7%
71,888
-2,860
49
$1.9M 0.69%
19,024
50
$1.51M 0.55%
18,405
1
2
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