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
$339M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2M
3
+$1.68M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.58M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.29M

Top Sells

1
+$5.59M
2
+$1.97M
3
+$789K
4
APD icon
Air Products & Chemicals
APD
+$665K
5
SUI icon
Sun Communities
SUI
+$578K

Sector Composition

1 Healthcare 14.65%
2 Technology 14.21%
3 Financials 13.8%
4 Consumer Staples 9.16%
5 Energy 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.49M 1.62%
146,945
+4,153
27
$5.48M 1.62%
66,791
-1,900
28
$5.41M 1.6%
22,635
-429
29
$5.2M 1.54%
40,581
-1,859
30
$5.12M 1.51%
89,257
+6,890
31
$4.95M 1.46%
63,369
+5,532
32
$4.65M 1.37%
34,391
-4,914
33
$4.62M 1.36%
250,034
+14,128
34
$4.37M 1.29%
68,931
+8,314
35
$3.94M 1.16%
44,510
-2,190
36
$3.2M 0.95%
35,615
+3,683
37
$2.93M 0.86%
+30,141
38
$2.85M 0.84%
160,475
-5,692
39
$2.75M 0.81%
116,467
+30,450
40
$2.65M 0.78%
68,767
-833
41
$2.41M 0.71%
54,360
-1,625
42
$2.38M 0.7%
75,361
-6,120
43
$2.11M 0.62%
33,898
+20,745
44
$2.05M 0.61%
65,445
-3,815
45
$2M 0.59%
+54,825
46
$1.92M 0.57%
31,493
+1,430
47
$1.68M 0.5%
+28,500
48
$1.66M 0.49%
27,440
+1
49
$1.64M 0.48%
10,240
-445
50
$1.53M 0.45%
47,178
-4,672
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