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
$918M
AUM Growth
+$99.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$2.62M
3
+$1.19M
4
AMZN icon
Amazon
AMZN
+$1.08M
5
MSFT icon
Microsoft
MSFT
+$897K

Top Sells

1
+$6.37M
2
+$2.2M
3
+$1.87M
4
DHR icon
Danaher
DHR
+$987K
5
SBUX icon
Starbucks
SBUX
+$975K

Sector Composition

1 Technology 33.49%
2 Healthcare 14.46%
3 Financials 14.16%
4 Consumer Discretionary 11.26%
5 Communication Services 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.7M 1.49%
102,316
+343
27
$13.3M 1.45%
77,420
+1,635
28
$13.3M 1.45%
54,042
+753
29
$12M 1.31%
64,923
+1,225
30
$11.4M 1.24%
78,929
+1,419
31
$8.5M 0.93%
18,471
+546
32
$7.82M 0.85%
25,165
+1,256
33
$7.77M 0.85%
41,618
+488
34
$7.21M 0.79%
193,774
+2,588
35
$5.72M 0.62%
+16,725
36
$4.78M 0.52%
37,926
-17,473
37
$3.57M 0.39%
11,903
+1,562
38
$2.58M 0.28%
26,088
-9,838
39
$2.35M 0.26%
15,476
+141
40
$2.23M 0.24%
6,533
-67
41
$1.82M 0.2%
75,333
-1,839
42
$1.71M 0.19%
23,601
-959
43
$1.71M 0.19%
15,950
-1,095
44
$1.67M 0.18%
14,479
-507
45
$1.52M 0.17%
3,153
-541
46
$1.33M 0.14%
2,997
-345
47
$1.24M 0.14%
23,770
+4,995
48
$1.07M 0.12%
10,763
+1,181
49
$996K 0.11%
27,166
+1,813
50
$967K 0.11%
8,080
+812
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2
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