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
$401M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$6.83M
3
+$6.5M
4
UNH icon
UnitedHealth
UNH
+$5.48M
5
TXN icon
Texas Instruments
TXN
+$3.53M

Top Sells

1
+$5.42M
2
+$3.03M
3
+$2.14M
4
GE icon
GE Aerospace
GE
+$1.62M
5
RTX icon
RTX Corp
RTX
+$1.16M

Sector Composition

1 Technology 16.88%
2 Financials 16.84%
3 Healthcare 15.47%
4 Consumer Staples 8.37%
5 Communication Services 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.81M 1.7%
52,962
+13,523
27
$5.83M 1.45%
94,656
+5,925
28
$5.72M 1.43%
119,608
+2,987
29
$5.56M 1.39%
100,322
-6,785
30
$5.48M 1.37%
+25,617
31
$4.76M 1.19%
737,200
-21,500
32
$4.51M 1.12%
69,651
-536
33
$4.44M 1.11%
68,356
+730
34
$4.09M 1.02%
54,829
-137
35
$4.05M 1.01%
143,059
-8,754
36
$3.67M 0.91%
21,797
-4,058
37
$3.67M 0.91%
120,000
-10,000
38
$3.6M 0.9%
51,727
+8,910
39
$3.55M 0.88%
44,218
+40,946
40
$3.53M 0.88%
+33,984
41
$2.69M 0.67%
43,213
-48,745
42
$2.62M 0.65%
40,503
-25,088
43
$2.55M 0.64%
32,183
-1,804
44
$2.5M 0.62%
127,655
-16,520
45
$2.22M 0.55%
55,839
-5,570
46
$1.67M 0.42%
10,493
-3,065
47
$1.58M 0.39%
8,604
-60
48
$1.52M 0.38%
19,805
-550
49
$1.48M 0.37%
28,546
-1,133
50
$1.48M 0.37%
24,376
-690
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2
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