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
$292M
AUM Growth
+$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$2.22M
3
+$2.13M
4
CVS icon
CVS Health
CVS
+$2.05M
5
IBB icon
iShares Biotechnology ETF
IBB
+$906K

Top Sells

1
+$5.12M
2
+$1.19M
3
+$1.09M
4
CDNS icon
Cadence Design Systems
CDNS
+$494K
5
AGN
Allergan plc
AGN
+$429K

Sector Composition

1 Healthcare 16.12%
2 Financials 13.55%
3 Industrials 11.93%
4 Technology 11.83%
5 Energy 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.81M 1.65%
83,524
+1,060
27
$4.7M 1.61%
67,607
+1,237
28
$4.58M 1.57%
105,144
+1,200
29
$4.55M 1.56%
42,760
+20,050
30
$4.42M 1.51%
294,617
+1,450
31
$4.16M 1.43%
141,273
-7,571
32
$4.11M 1.41%
96,728
+1,275
33
$3.9M 1.33%
30,797
-513
34
$3.88M 1.33%
40,014
-2,259
35
$3.58M 1.23%
76,916
+4,017
36
$3.55M 1.22%
56,731
+1,791
37
$3.52M 1.2%
93,890
+23,912
38
$3.17M 1.09%
73,717
+3,708
39
$3.08M 1.05%
95,598
-33,733
40
$3.07M 1.05%
58,850
+238
41
$3.06M 1.05%
29,676
+3,457
42
$3.02M 1.03%
94,050
+24,800
43
$2.75M 0.94%
22,359
+7,365
44
$2.52M 0.86%
32,158
+727
45
$2.37M 0.81%
13,750
-195
46
$1.99M 0.68%
59,573
-769
47
$1.84M 0.63%
42,713
-110
48
$1.82M 0.62%
29,375
+140
49
$1.81M 0.62%
67,365
+461
50
$1.56M 0.53%
155
+20
1
2
3 4 5