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
$425M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.17M
3
+$814K
4
BA icon
Boeing
BA
+$813K
5
AMZN icon
Amazon
AMZN
+$659K

Top Sells

1
+$6.64M
2
+$5.04M
3
+$3.26M
4
BAC icon
Bank of America
BAC
+$1.96M
5
LLY icon
Eli Lilly
LLY
+$1.1M

Sector Composition

1 Technology 18.89%
2 Healthcare 18.06%
3 Financials 13.68%
4 Consumer Staples 11%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.95M 1.87%
134,524
+1,193
27
$7.91M 1.86%
86,846
+1,918
28
$7.4M 1.74%
19,396
+2,132
29
$6.8M 1.6%
95,609
+1,182
30
$6.27M 1.48%
58,336
-287
31
$5.66M 1.33%
34,376
+3,049
32
$5.54M 1.3%
28,882
+1,147
33
$5.22M 1.23%
91,483
-2,943
34
$4.76M 1.12%
335,150
-354,750
35
$3.94M 0.93%
48,801
-3,006
36
$3.44M 0.81%
53,077
-768
37
$2.85M 0.67%
47,638
+13,600
38
$2.66M 0.63%
61,035
+253
39
$2.18M 0.51%
20,977
-8,709
40
$2.02M 0.48%
41,739
-3,950
41
$1.85M 0.43%
9,627
+483
42
$1.76M 0.41%
22,202
-368
43
$1.72M 0.41%
9,911
+214
44
$1.5M 0.35%
99,500
-7,500
45
$1.44M 0.34%
+44,919
46
$1.44M 0.34%
14,236
+974
47
$1.29M 0.3%
8,051
-200
48
$1.25M 0.29%
16,336
-2,476
49
$1.25M 0.29%
18,857
-8,895
50
$1.24M 0.29%
16,105
-840
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