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
$916M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$3M
3
+$2.59M
4
UNH icon
UnitedHealth
UNH
+$2.39M
5
ACN icon
Accenture
ACN
+$2.1M

Top Sells

1
+$1.66M
2
+$932K
3
+$793K
4
MKC icon
McCormick & Company Non-Voting
MKC
+$746K
5
SBUX icon
Starbucks
SBUX
+$665K

Sector Composition

1 Technology 31.56%
2 Healthcare 16.14%
3 Financials 14.36%
4 Consumer Discretionary 12.46%
5 Communication Services 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.4M 1.57%
58,906
+2,827
27
$13.8M 1.5%
393,750
+1,900
28
$13.2M 1.44%
57,855
+3,850
29
$12.3M 1.34%
91,917
+4,376
30
$12.1M 1.32%
168,820
+11,030
31
$12.1M 1.32%
125,292
-7,726
32
$12.1M 1.32%
48,223
+1,004
33
$11.2M 1.22%
108,464
+5,001
34
$11M 1.2%
54,718
+280
35
$10.7M 1.17%
363,860
+336,480
36
$10.7M 1.17%
71,950
+20,167
37
$9.23M 1.01%
177,731
+8,710
38
$9.13M 1%
38,927
+1,705
39
$6.78M 0.74%
83,960
+8,725
40
$4.25M 0.46%
24,763
+4,176
41
$4.23M 0.46%
8,876
+299
42
$3.2M 0.35%
7,718
-638
43
$2.61M 0.28%
33,160
-915
44
$2.56M 0.28%
15,673
-3,806
45
$2.34M 0.26%
86,826
+3,903
46
$1.89M 0.21%
6,332
+1,510
47
$1.35M 0.15%
22,893
+583
48
$1.32M 0.14%
17,181
-226
49
$1.25M 0.14%
3,555
+21
50
$1.23M 0.13%
20,078
-6,053
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