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
$389M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.87M
3
+$964K
4
HON icon
Honeywell
HON
+$586K
5
JNJ icon
Johnson & Johnson
JNJ
+$570K

Top Sells

1
+$4.55M
2
+$2.97M
3
+$2.06M
4
GE icon
GE Aerospace
GE
+$363K
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$331K

Sector Composition

1 Financials 16.38%
2 Technology 15.8%
3 Healthcare 13.44%
4 Consumer Staples 9.11%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.04M 1.55%
88,731
-909
27
$5.87M 1.51%
56,688
-28,692
28
$5.67M 1.46%
39,439
-1,021
29
$5.49M 1.41%
65,591
-4,346
30
$4.98M 1.28%
67,626
-2,497
31
$4.89M 1.26%
130,000
+68,705
32
$4.73M 1.22%
70,187
+2,183
33
$4.7M 1.21%
151,813
+1,968
34
$4.6M 1.18%
54,966
-991
35
$4.39M 1.13%
758,700
-24,050
36
$4.23M 1.09%
25,855
-90
37
$3.12M 0.8%
33,987
-402
38
$3.01M 0.77%
42,817
+1,244
39
$2.91M 0.75%
144,175
-2,700
40
$2.64M 0.68%
61,409
-1,425
41
$2.23M 0.57%
13,558
-1,487
42
$1.97M 0.51%
23,914
+11,715
43
$1.71M 0.44%
8,664
-293
44
$1.69M 0.43%
25,066
-1,019
45
$1.69M 0.43%
20,992
-56,685
46
$1.59M 0.41%
29,679
+75
47
$1.56M 0.4%
20,355
+2,350
48
$1.55M 0.4%
52,646
-1,833
49
$1.53M 0.39%
31,824
-2,571
50
$1.49M 0.38%
12,371
+1,050
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