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
$273M
AUM Growth
+$2.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$2.77M
3
+$2.54M
4
VZ icon
Verizon
VZ
+$873K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$551K

Top Sells

1
+$726K
2
+$714K
3
+$685K
4
BCE icon
BCE
BCE
+$528K
5
TJX icon
TJX Companies
TJX
+$382K

Sector Composition

1 Healthcare 18.21%
2 Technology 12.47%
3 Financials 10.21%
4 Consumer Staples 9.89%
5 Energy 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.71M 1.72%
57,861
-3,050
27
$4.53M 1.66%
257,343
+1,482
28
$4.31M 1.58%
105,011
-2,485
29
$4.23M 1.55%
42,148
-1,372
30
$4.17M 1.52%
52,525
+1,315
31
$4.07M 1.49%
76,003
+5,482
32
$4.02M 1.47%
+499,000
33
$4M 1.46%
63,535
+2,400
34
$3.82M 1.4%
71,347
-5,205
35
$3.57M 1.31%
47,297
+1,289
36
$3.35M 1.22%
70,775
-11,160
37
$3.08M 1.13%
39,005
+4,872
38
$2.76M 1.01%
69,400
-4,109
39
$2.67M 0.98%
31,546
+59
40
$2.54M 0.93%
+105,200
41
$2.3M 0.84%
83,556
-5,800
42
$2.28M 0.84%
29,801
-409
43
$2.17M 0.79%
57,112
-2,188
44
$2.14M 0.78%
65,658
-2,997
45
$2.12M 0.77%
191,392
-33,125
46
$1.62M 0.59%
48,542
-39
47
$1.55M 0.57%
60,550
-5,125
48
$1.54M 0.56%
10,508
-710
49
$1.45M 0.53%
26,295
-329
50
$1.36M 0.5%
9,879
-450
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