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
$445M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.12M
3
+$1.08M
4
AMZN icon
Amazon
AMZN
+$966K
5
UNH icon
UnitedHealth
UNH
+$816K

Top Sells

1
+$6.08M
2
+$2.66M
3
+$1.4M
4
OXY icon
Occidental Petroleum
OXY
+$1.25M
5
LLY icon
Eli Lilly
LLY
+$500K

Sector Composition

1 Technology 18.78%
2 Healthcare 17.63%
3 Financials 15.11%
4 Consumer Staples 11.21%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.44M 1.9%
23,181
+3,785
27
$8.41M 1.89%
86,375
-471
28
$8.01M 1.8%
140,165
+5,641
29
$7.63M 1.71%
98,280
+2,671
30
$7.38M 1.66%
38,025
+3,649
31
$6.04M 1.36%
29,500
+618
32
$5.08M 1.14%
346,250
+11,100
33
$3.74M 0.84%
66,977
+19,339
34
$3.69M 0.83%
48,198
-603
35
$3.48M 0.78%
52,913
-164
36
$2.98M 0.67%
39,699
-18,637
37
$2.3M 0.52%
20,968
-9
38
$2.27M 0.51%
67,191
+22,272
39
$2.01M 0.45%
17,949
+3,713
40
$1.99M 0.45%
39,677
-2,062
41
$1.98M 0.45%
9,530
-97
42
$1.9M 0.43%
86,500
-13,000
43
$1.89M 0.42%
23,637
+1,435
44
$1.55M 0.35%
37,646
+7,893
45
$1.41M 0.32%
9,744
-167
46
$1.33M 0.3%
8,063
+12
47
$1.29M 0.29%
49,200
48
$1.28M 0.29%
3,509
-40
49
$1.24M 0.28%
15,840
-265
50
$1.22M 0.28%
15,392
-944
1
2
3 4 5