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
$465M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$3.19M
3
+$2.41M
4
CME icon
CME Group
CME
+$974K
5
DD icon
DuPont de Nemours
DD
+$919K

Top Sells

1
+$14M
2
+$654K
3
+$499K
4
DHR icon
Danaher
DHR
+$456K
5
GMS
GMS Inc
GMS
+$373K

Sector Composition

1 Technology 20.89%
2 Healthcare 16.88%
3 Financials 15.93%
4 Consumer Staples 11.82%
5 Consumer Discretionary 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.81M 1.9%
63,366
+58,087
27
$8.51M 1.83%
140,920
+755
28
$8.47M 1.82%
38,966
+1,815
29
$8.32M 1.79%
70,156
-1,000
30
$8.1M 1.74%
99,873
+1,593
31
$6.33M 1.36%
30,552
+1,052
32
$6.07M 1.31%
360,850
+14,600
33
$4.39M 0.95%
17,940
+13,040
34
$4.2M 0.9%
157,916
+90,725
35
$4.06M 0.87%
66,852
-125
36
$3.75M 0.81%
52,590
+12,891
37
$3.56M 0.77%
54,529
+1,616
38
$3.26M 0.7%
46,114
-2,084
39
$2.66M 0.57%
21,385
+417
40
$2.32M 0.5%
9,980
+450
41
$2.22M 0.48%
18,859
+910
42
$2.11M 0.45%
73,500
-13,000
43
$1.94M 0.42%
37,699
-1,978
44
$1.93M 0.41%
23,992
+355
45
$1.35M 0.29%
3,474
-35
46
$1.32M 0.28%
9,598
-146
47
$1.31M 0.28%
8,146
+83
48
$1.28M 0.28%
14,600
-792
49
$1.26M 0.27%
8,523
-650
50
$1.24M 0.27%
43,421
-4,443
1
2
3 4 5