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
$264M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$769K
2
+$612K
3
+$382K
4
DFS
Discover Financial Services
DFS
+$367K
5
HAL icon
Halliburton
HAL
+$356K

Top Sells

1
+$4.85M
2
+$3.27M
3
+$1.03M
4
NFX
Newfield Exploration
NFX
+$918K
5
WFT
Weatherford International plc
WFT
+$832K

Sector Composition

1 Energy 14.57%
2 Healthcare 14.07%
3 Financials 13.57%
4 Technology 11.33%
5 Industrials 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.26M 1.61%
139,287
-215
27
$4.08M 1.55%
100,179
-175
28
$3.94M 1.49%
295,217
+9,725
29
$3.85M 1.46%
31,932
+81
30
$3.84M 1.46%
191,889
+12,375
31
$3.84M 1.46%
51,381
+2,385
32
$3.74M 1.42%
87,504
+2,100
33
$3.65M 1.38%
57,062
+490
34
$3.29M 1.25%
65,742
+3,825
35
$3.25M 1.23%
40,792
+2,524
36
$3.05M 1.16%
35,295
+3,590
37
$2.93M 1.11%
126
+6
38
$2.6M 0.98%
31,007
-360
39
$2.56M 0.97%
44,350
-1,125
40
$2.45M 0.93%
63,060
-810
41
$2.33M 0.88%
30,452
-4,430
42
$2.21M 0.84%
56,115
+3,875
43
$2.1M 0.8%
101,100
-39,975
44
$2.06M 0.78%
18,974
-50
45
$1.99M 0.75%
52,309
+3,819
46
$1.9M 0.72%
71,405
-483
47
$1.77M 0.67%
156,225
-2,550
48
$1.75M 0.66%
22,585
+9,950
49
$1.72M 0.65%
18,405
50
$1.57M 0.6%
24,333
+5,512
1
2
3 4 5