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
$510M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$5.01M
3
+$4.87M
4
META icon
Meta Platforms (Facebook)
META
+$4.08M
5
ECL icon
Ecolab
ECL
+$3.86M

Top Sells

1
+$4.88M
2
+$1.11M
3
+$746K
4
DHR icon
Danaher
DHR
+$731K
5
PLD icon
Prologis
PLD
+$630K

Sector Composition

1 Technology 27.3%
2 Healthcare 16.52%
3 Consumer Discretionary 13.11%
4 Financials 13%
5 Consumer Staples 11.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.72M 1.71%
92,671
+57,678
27
$8.48M 1.66%
92,428
+1,386
28
$8.23M 1.61%
149,320
+3,558
29
$8.16M 1.6%
70,694
+3,740
30
$7.89M 1.55%
48,532
+1,207
31
$6.93M 1.36%
39,593
+3,677
32
$6.28M 1.23%
70,416
-410
33
$5.81M 1.14%
25,590
+17,975
34
$5.66M 1.11%
201,264
-3,925
35
$5.15M 1.01%
54,063
+51,170
36
$3.86M 0.76%
+19,393
37
$3.41M 0.67%
+70,561
38
$3.24M 0.64%
61,021
+333
39
$3.07M 0.6%
50,368
-2,640
40
$2.58M 0.51%
10,293
+453
41
$2.52M 0.49%
21,070
-6
42
$2.24M 0.44%
+7,238
43
$2.12M 0.41%
35,981
+4,589
44
$1.88M 0.37%
+16,071
45
$1.74M 0.34%
38,801
-3,262
46
$1.71M 0.34%
23,217
-862
47
$1.43M 0.28%
83,151
+1,830
48
$1.11M 0.22%
23,840
+318
49
$1.07M 0.21%
8,203
-1,271
50
$997K 0.2%
2,733
-138
1
2
3 4 5