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
-$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$2.7M
3
+$2.65M
4
MPC icon
Marathon Petroleum
MPC
+$1.37M
5
ABT icon
Abbott
ABT
+$867K

Top Sells

1
+$11.1M
2
+$1.65M
3
+$939K
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$764K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$588K

Sector Composition

1 Healthcare 17.92%
2 Technology 17.17%
3 Financials 15.28%
4 Consumer Staples 10.78%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.5M 1.93%
133,331
+9,282
27
$6.94M 1.79%
73,465
+1,106
28
$6.33M 1.63%
58,623
-287
29
$6.21M 1.6%
123,101
-5,735
30
$5.96M 1.53%
689,900
-12,100
31
$5.89M 1.52%
31,327
+1,436
32
$5.57M 1.43%
94,427
+2,075
33
$5.57M 1.43%
17,264
+15,307
34
$5.37M 1.38%
94,426
-1,782
35
$4.63M 1.19%
27,735
-1,417
36
$3.53M 0.91%
51,807
-2,542
37
$3.17M 0.81%
53,845
-994
38
$3.11M 0.8%
46,429
+40,248
39
$2.73M 0.7%
29,686
+167
40
$2.19M 0.56%
60,782
-4,273
41
$2.01M 0.52%
34,038
+23,140
42
$1.91M 0.49%
45,689
-3,725
43
$1.7M 0.44%
27,752
-26,847
44
$1.65M 0.42%
22,570
+154
45
$1.59M 0.41%
107,000
-13,000
46
$1.57M 0.4%
9,144
+1,210
47
$1.54M 0.4%
9,697
+1,318
48
$1.47M 0.38%
35,600
-157
49
$1.29M 0.33%
13,262
+2,765
50
$1.2M 0.31%
18,812
-1,889
1
2
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