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
$308M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$4.19M
3
+$1.43M
4
SLB icon
SLB Ltd
SLB
+$1.11M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$838K

Top Sells

1
+$1.13M
2
+$546K
3
+$332K
4
COR icon
Cencora
COR
+$275K
5
EEP
Enbridge Energy Partners
EEP
+$240K

Sector Composition

1 Healthcare 16.78%
2 Technology 12.72%
3 Financials 11.16%
4 Energy 9.09%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.25M 1.7%
100,919
+6,935
27
$5.14M 1.67%
251,257
-6,086
28
$5.12M 1.66%
116,921
+11,910
29
$5.06M 1.64%
146,439
+7,377
30
$4.85M 1.57%
57,028
-833
31
$4.73M 1.54%
558,750
+59,750
32
$4.51M 1.46%
43,159
+1,011
33
$4.48M 1.45%
64,524
+989
34
$4.42M 1.43%
43,465
+41,152
35
$4.25M 1.38%
58,281
+10,984
36
$4.18M 1.36%
53,144
+14,139
37
$4.04M 1.31%
71,445
+98
38
$3.97M 1.29%
49,115
-3,410
39
$2.89M 0.94%
32,182
+636
40
$2.77M 0.9%
68,550
-850
41
$2.72M 0.88%
58,955
-11,820
42
$2.61M 0.85%
83,056
-500
43
$2.34M 0.76%
29,762
-39
44
$2.11M 0.68%
173,017
-18,375
45
$2.1M 0.68%
68,628
+2,970
46
$2.1M 0.68%
56,737
-375
47
$1.65M 0.54%
51,414
+2,872
48
$1.61M 0.52%
27,086
+791
49
$1.57M 0.51%
10,685
+177
50
$1.4M 0.45%
29,092
+125
1
2
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