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
$676M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$933K
3
+$920K
4
AMZN icon
Amazon
AMZN
+$860K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$838K

Top Sells

1
+$6.75M
2
+$2.15M
3
+$980K
4
IT icon
Gartner
IT
+$947K
5
COST icon
Costco
COST
+$304K

Sector Composition

1 Technology 26.68%
2 Healthcare 16.59%
3 Financials 15.92%
4 Consumer Discretionary 13.58%
5 Consumer Staples 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.4M 1.83%
35,129
+835
27
$11.9M 1.76%
133,610
+2,188
28
$11.4M 1.69%
402,800
-3,900
29
$11.4M 1.69%
96,500
+2,729
30
$10.4M 1.53%
50,750
+1,596
31
$10.1M 1.49%
44,208
+1,771
32
$9.73M 1.44%
68,783
+5,041
33
$9.68M 1.43%
75,984
+2,498
34
$9.4M 1.39%
161,685
+5,688
35
$8.23M 1.22%
52,295
+2,003
36
$7.52M 1.11%
35,124
+1,007
37
$5.24M 0.77%
67,774
+4,155
38
$3.14M 0.46%
7,882
+1,017
39
$2.77M 0.41%
36,513
-696
40
$2.71M 0.4%
8,874
-322
41
$2.63M 0.39%
19,426
-1,101
42
$2.56M 0.38%
17,371
-300
43
$2.11M 0.31%
86,742
+3,438
44
$1.59M 0.24%
28,483
-2,446
45
$1.51M 0.22%
20,468
-954
46
$1.4M 0.21%
8,700
+694
47
$1.24M 0.18%
4,857
48
$1.24M 0.18%
6,566
49
$1.11M 0.16%
6,033
+741
50
$1.02M 0.15%
9,431
-247
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