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
$400M
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.42M
3
+$1.41M
4
JPM icon
JPMorgan Chase
JPM
+$1.35M
5
SPGI icon
S&P Global
SPGI
+$1.18M

Top Sells

1
+$11.5M
2
+$8.67M
3
+$7.24M
4
ELAN icon
Elanco Animal Health
ELAN
+$5.3M
5
MPC icon
Marathon Petroleum
MPC
+$3.85M

Sector Composition

1 Technology 25.04%
2 Healthcare 18.67%
3 Consumer Staples 12.99%
4 Consumer Discretionary 12.81%
5 Financials 12.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.37M 1.84%
89,026
+17,065
27
$7.1M 1.77%
66,954
+2,685
28
$5.58M 1.39%
205,189
-6,503
29
$5.23M 1.31%
399,700
+23,200
30
$5.15M 1.29%
35,916
+2,848
31
$5.13M 1.28%
70,826
-1,289
32
$4.88M 1.22%
31,585
+517
33
$3.34M 0.84%
+10,507
34
$3.15M 0.79%
34,993
+15,033
35
$2.83M 0.71%
53,008
-1,715
36
$2.32M 0.58%
21,076
-742
37
$2.07M 0.52%
60,688
+3,041
38
$1.84M 0.46%
9,840
-294
39
$1.77M 0.44%
24,079
-747
40
$1.6M 0.4%
42,063
-4,512
41
$1.42M 0.36%
+31,392
42
$1.27M 0.32%
7,615
+5,990
43
$1.22M 0.3%
81,321
+2,052
44
$1.16M 0.29%
+14,473
45
$1.08M 0.27%
9,474
-59
46
$1.07M 0.27%
7,850
-287
47
$973K 0.24%
2,871
-663
48
$970K 0.24%
5,303
49
$931K 0.23%
30,057
-1,455
50
$925K 0.23%
23,522
+150
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2
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