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
$829M
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$6.67M
3
+$5.61M
4
MSFT icon
Microsoft
MSFT
+$3.11M
5
HON icon
Honeywell
HON
+$3.09M

Top Sells

1
+$5.57M
2
+$2.15M
3
+$1.31M
4
COST icon
Costco
COST
+$583K
5
LLY icon
Eli Lilly
LLY
+$338K

Sector Composition

1 Technology 28.71%
2 Healthcare 16.6%
3 Financials 14.67%
4 Consumer Discretionary 13.24%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.2M 1.6%
103,016
+6,516
27
$13.1M 1.58%
78,976
+10,193
28
$12.1M 1.47%
119,299
+1,287
29
$11.9M 1.43%
136,997
+3,387
30
$11.6M 1.4%
84,849
+8,865
31
$11.3M 1.36%
55,849
+3,554
32
$11.1M 1.34%
53,557
+2,807
33
$10.4M 1.26%
54,653
-29,245
34
$9.99M 1.21%
46,759
+2,551
35
$9.4M 1.13%
168,199
+6,514
36
$8.94M 1.08%
+153,950
37
$8.2M 0.99%
37,008
+1,884
38
$7.07M 0.85%
42,164
+33,464
39
$5.71M 0.69%
74,072
+6,298
40
$3.85M 0.46%
8,591
+709
41
$3.34M 0.4%
20,587
+3,216
42
$2.83M 0.34%
19,712
+286
43
$2.79M 0.34%
8,414
-460
44
$2.77M 0.33%
34,075
-2,438
45
$2.13M 0.26%
82,140
-4,602
46
$1.5M 0.18%
26,345
-2,138
47
$1.42M 0.17%
6,611
+45
48
$1.4M 0.17%
18,239
-2,229
49
$1.4M 0.17%
4,857
50
$1.1M 0.13%
7,376
-280
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