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
$759M
AUM Growth
-$92.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$6.63M
3
+$6.33M
4
META icon
Meta Platforms (Facebook)
META
+$4.31M
5
MSFT icon
Microsoft
MSFT
+$3.24M

Top Sells

1
+$9.33M
2
+$3.17M
3
+$781K
4
MDT icon
Medtronic
MDT
+$619K
5
DHR icon
Danaher
DHR
+$615K

Sector Composition

1 Technology 29.75%
2 Healthcare 18.72%
3 Financials 14.77%
4 Consumer Discretionary 10.59%
5 Communication Services 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.5M 1.65%
72,902
+2,904
27
$12M 1.59%
51,656
+2,187
28
$10.9M 1.43%
100,417
+13,730
29
$10.5M 1.38%
400,150
+9,550
30
$9.54M 1.26%
188,061
+5,675
31
$9.42M 1.24%
621,250
+36,940
32
$8.79M 1.16%
97,908
-6,893
33
$8.78M 1.16%
55,630
+797
34
$8.38M 1.1%
22,899
-8,649
35
$6.63M 0.87%
+72,843
36
$6.23M 0.82%
40,521
+1,393
37
$5.15M 0.68%
92,693
+4,824
38
$3.55M 0.47%
24,763
39
$3.13M 0.41%
8,255
-401
40
$2.29M 0.3%
5,790
-1,980
41
$2.2M 0.29%
15,288
-119
42
$1.97M 0.26%
7,185
-205
43
$1.82M 0.24%
76,038
-1,290
44
$1.77M 0.23%
6,497
-59
45
$1.72M 0.23%
27,517
-4,464
46
$1.49M 0.2%
17,417
+114
47
$1.34M 0.18%
14,729
-1,453
48
$1.23M 0.16%
23,436
-3
49
$998K 0.13%
11,985
-4,810
50
$901K 0.12%
4,223
-299
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2
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