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
$617M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$5.57M
3
+$4.91M
4
META icon
Meta Platforms (Facebook)
META
+$4.5M
5
ECL icon
Ecolab
ECL
+$2.92M

Top Sells

1
+$5.95M
2
+$764K
3
+$738K
4
ROP icon
Roper Technologies
ROP
+$648K
5
MA icon
Mastercard
MA
+$374K

Sector Composition

1 Technology 26.65%
2 Healthcare 16.95%
3 Financials 13.9%
4 Consumer Discretionary 13.5%
5 Consumer Staples 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.5M 1.71%
421,250
-6,350
27
$10.5M 1.7%
85,635
-1,276
28
$10.5M 1.7%
110,642
+2,760
29
$9.55M 1.55%
156,390
+7,070
30
$8.9M 1.44%
157,294
+86,733
31
$8.59M 1.39%
42,527
+2,934
32
$8.26M 1.34%
73,912
+3,218
33
$8.22M 1.33%
49,531
+999
34
$8.15M 1.32%
49,187
+44,132
35
$7.14M 1.16%
62,140
+8,077
36
$6.96M 1.13%
33,417
+14,024
37
$5.91M 0.96%
71,186
+770
38
$3.91M 0.63%
63,499
+2,478
39
$3.08M 0.5%
21,364
+294
40
$2.76M 0.45%
39,735
-10,633
41
$2.65M 0.43%
9,549
-744
42
$2.54M 0.41%
7,075
-163
43
$2.44M 0.39%
17,671
+1,600
44
$1.93M 0.31%
37,930
+1,949
45
$1.78M 0.29%
22,971
-246
46
$1.7M 0.28%
82,941
-210
47
$1.22M 0.2%
33,729
-5,072
48
$1.17M 0.19%
60,408
+47,324
49
$1.16M 0.19%
8,166
-37
50
$1.12M 0.18%
7,747
+34
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2
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