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
$793M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$7.02M
3
+$4M
4
COST icon
Costco
COST
+$1.49M
5
HON icon
Honeywell
HON
+$1.29M

Top Sells

1
+$10.1M
2
+$7.75M
3
+$7.14M
4
DD icon
DuPont de Nemours
DD
+$6.24M
5
ROP icon
Roper Technologies
ROP
+$475K

Sector Composition

1 Technology 30%
2 Healthcare 16.25%
3 Financials 15.72%
4 Consumer Discretionary 11.41%
5 Consumer Staples 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.4M 1.56%
409,100
+8,950
27
$10.9M 1.38%
74,600
+1,698
28
$10.9M 1.38%
62,717
+1,138
29
$10.4M 1.31%
636,920
+15,670
30
$9.15M 1.15%
56,054
+424
31
$8.88M 1.12%
77,791
-305
32
$7.97M 1.01%
74,030
+1,187
33
$7.81M 0.99%
16,907
+15,193
34
$7.78M 0.98%
22,866
-33
35
$7.28M 0.92%
18,333
+10,078
36
$7.09M 0.89%
185,098
-2,963
37
$6.2M 0.78%
40,541
+20
38
$3.76M 0.47%
24,692
-71
39
$2.16M 0.27%
7,044
-141
40
$2.12M 0.27%
15,035
-253
41
$2.04M 0.26%
6,605
+108
42
$2.03M 0.26%
4,691
-1,099
43
$2.01M 0.25%
78,843
+2,805
44
$1.92M 0.24%
16,889
-528
45
$1.67M 0.21%
25,707
-1,810
46
$1.43M 0.18%
14,282
-447
47
$1.19M 0.15%
24,249
+813
48
$909K 0.11%
4,188
-35
49
$888K 0.11%
2,248
+29
50
$856K 0.11%
7,812
-92,605
1
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