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
$818M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$2.71M
3
+$1.63M
4
NVDA icon
NVIDIA
NVDA
+$1.57M
5
AMZN icon
Amazon
AMZN
+$1.41M

Top Sells

1
+$4.38M
2
+$2.95M
3
+$2.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.22M
5
IBM icon
IBM
IBM
+$1.65M

Sector Composition

1 Technology 32.58%
2 Financials 15.09%
3 Healthcare 14.35%
4 Consumer Discretionary 11.12%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.4M 1.63%
101,973
-12,581
27
$12.6M 1.54%
75,785
+1,893
28
$12.2M 1.49%
63,698
+1,263
29
$12M 1.47%
53,289
+551
30
$9.52M 1.16%
77,510
+2,569
31
$8.47M 1.04%
17,925
+594
32
$7.44M 0.91%
191,186
+7,587
33
$7.06M 0.86%
23,909
+2,001
34
$7.04M 0.86%
55,399
-422
35
$6.81M 0.83%
41,130
+1,135
36
$3.74M 0.46%
35,926
-9,429
37
$2.97M 0.36%
10,341
+9,431
38
$2.28M 0.28%
15,335
+174
39
$2.04M 0.25%
6,600
+79
40
$1.88M 0.23%
77,172
-3,024
41
$1.87M 0.23%
17,045
-65
42
$1.76M 0.21%
24,560
-1,250
43
$1.63M 0.2%
3,694
-501
44
$1.59M 0.19%
14,986
+379
45
$1.37M 0.17%
3,342
+91
46
$1.03M 0.13%
25,353
+332
47
$939K 0.11%
18,775
-160
48
$927K 0.11%
9,582
-426
49
$919K 0.11%
11,919
+1,771
50
$894K 0.11%
2,174
-5,403
1
2
3 4 5