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
$517M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$6.28M
3
+$2.68M
4
ACN icon
Accenture
ACN
+$1.28M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$672K

Top Sells

1
+$757K
2
+$657K
3
+$612K
4
CELG
Celgene Corp
CELG
+$447K
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$406K

Sector Composition

1 Technology 21.04%
2 Healthcare 17.28%
3 Financials 16.54%
4 Consumer Staples 11.9%
5 Consumer Discretionary 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.05M 1.75%
147,329
+6,409
27
$8.69M 1.68%
72,115
+1,959
28
$8.67M 1.68%
102,266
+2,393
29
$8.24M 1.59%
64,269
+903
30
$7.57M 1.46%
27,740
+9,800
31
$7.29M 1.41%
71,961
+63,375
32
$7.24M 1.4%
22,230
-2,325
33
$7.14M 1.38%
31,068
+516
34
$6.3M 1.22%
376,500
+15,650
35
$6.28M 1.21%
+33,068
36
$5.3M 1.02%
180,029
+22,113
37
$3.85M 0.75%
63,978
-2,874
38
$3.8M 0.73%
54,723
+194
39
$3.7M 0.72%
57,647
+5,057
40
$3.25M 0.63%
46,575
+461
41
$2.78M 0.54%
19,960
+1,101
42
$2.73M 0.53%
21,818
+433
43
$2.21M 0.43%
10,134
+154
44
$2.15M 0.42%
24,826
+834
45
$1.65M 0.32%
27,498
-10,201
46
$1.61M 0.31%
59,500
-14,000
47
$1.53M 0.3%
79,269
+34,800
48
$1.41M 0.27%
9,533
-65
49
$1.39M 0.27%
8,137
-9
50
$1.38M 0.27%
3,534
+60
1
2
3 4 5