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
$405M
AUM Growth
+$3.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$3.23M
3
+$3.09M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.21M
5
UNH icon
UnitedHealth
UNH
+$1.02M

Top Sells

1
+$6.25M
2
+$4.39M
3
+$2.69M
4
AGN
Allergan plc
AGN
+$2.49M
5
GE icon
GE Aerospace
GE
+$1.2M

Sector Composition

1 Technology 17.14%
2 Financials 16.05%
3 Healthcare 15.45%
4 Consumer Staples 8.13%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.88M 1.7%
80,302
+36,084
27
$6.58M 1.62%
93,415
-4,520
28
$6.44M 1.59%
131,785
+11,200
29
$6.15M 1.52%
122,288
+2,680
30
$6.12M 1.51%
709,100
-28,100
31
$5.81M 1.44%
+26,352
32
$5.51M 1.36%
65,856
-2,500
33
$5.06M 1.25%
90,174
-10,148
34
$4.75M 1.17%
70,819
+1,168
35
$4.63M 1.14%
55,931
+1,102
36
$3.25M 0.8%
120,000
37
$3.17M 0.78%
110,971
-32,088
38
$3.15M 0.78%
47,118
-4,609
39
$2.5M 0.62%
32,039
-144
40
$2.4M 0.59%
54,139
-1,700
41
$1.92M 0.47%
66,886
-152,907
42
$1.7M 0.42%
86,755
-40,900
43
$1.44M 0.36%
22,075
-18,428
44
$1.43M 0.35%
22,054
-2,322
45
$1.43M 0.35%
24,721
-3,825
46
$1.42M 0.35%
8,651
+47
47
$1.4M 0.35%
10,451
-125
48
$1.37M 0.34%
39,913
-1,765
49
$1.29M 0.32%
12,391
-199
50
$1.28M 0.32%
52,693
-2,248
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