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
$788M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.23M
3
+$798K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$757K
5
UNH icon
UnitedHealth
UNH
+$515K

Top Sells

1
+$12.1M
2
+$1.8M
3
+$483K
4
COST icon
Costco
COST
+$436K
5
LLY icon
Eli Lilly
LLY
+$352K

Sector Composition

1 Technology 29.47%
2 Healthcare 16.4%
3 Financials 15.21%
4 Consumer Discretionary 13.19%
5 Communication Services 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.2M 1.68%
29,628
+141
27
$13M 1.65%
103,463
+447
28
$11.6M 1.48%
87,541
+2,692
29
$10.9M 1.38%
56,079
+230
30
$10.8M 1.37%
133,018
-3,979
31
$10.7M 1.35%
54,438
-215
32
$10.4M 1.33%
54,005
+448
33
$9.95M 1.26%
47,219
+460
34
$9.13M 1.16%
169,021
+822
35
$8.98M 1.14%
157,790
+3,840
36
$7.76M 0.99%
37,222
+214
37
$7.59M 0.96%
51,783
+9,619
38
$5.12M 0.65%
75,235
+1,163
39
$3.69M 0.47%
8,577
-14
40
$3.16M 0.4%
20,587
41
$2.74M 0.35%
8,356
-58
42
$2.72M 0.35%
19,479
-233
43
$2.66M 0.34%
34,075
44
$2.05M 0.26%
82,923
+783
45
$1.54M 0.2%
26,131
-214
46
$1.32M 0.17%
6,611
47
$1.32M 0.17%
4,822
-35
48
$1.31M 0.17%
17,407
-832
49
$1.01M 0.13%
9,259
+400
50
$989K 0.13%
3,534
1
2
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