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
$270M
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.62M
3
+$1.26M
4
DD icon
DuPont de Nemours
DD
+$1.11M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.05M

Top Sells

1
+$4.69M
2
+$929K
3
+$744K
4
EAT icon
Brinker International
EAT
+$653K
5
AFSI
AmTrust Financial Services, Inc.
AFSI
+$567K

Sector Composition

1 Healthcare 16.8%
2 Technology 12.66%
3 Financials 12.6%
4 Industrials 10.8%
5 Energy 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.44M 1.65%
20,661
+299
27
$4.44M 1.64%
37,585
+6,788
28
$4.3M 1.59%
65,251
-2,356
29
$4.22M 1.56%
81,139
-2,385
30
$3.92M 1.45%
39,719
-295
31
$3.86M 1.43%
94,288
-2,440
32
$3.83M 1.42%
71,326
+14,595
33
$3.65M 1.35%
42,663
+12,987
34
$3.51M 1.3%
269,842
-24,775
35
$3.31M 1.23%
76,036
-880
36
$3.27M 1.21%
107,519
+2,375
37
$2.77M 1.03%
87,909
-7,689
38
$2.71M 1.01%
+32,426
39
$2.69M 0.99%
70,250
-3,467
40
$2.66M 0.99%
117,775
+23,725
41
$2.63M 0.98%
84,295
-9,595
42
$2.62M 0.97%
+35,454
43
$2.59M 0.96%
63,000
+4,150
44
$2.58M 0.95%
16,450
+2,700
45
$2.27M 0.84%
31,574
-584
46
$1.95M 0.72%
28,825
-550
47
$1.81M 0.67%
17,871
-4,488
48
$1.68M 0.62%
68,393
+1,028
49
$1.57M 0.58%
44,318
+1,605
50
$1.46M 0.54%
59,223
-350
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