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
$877M
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.52M
3
+$1.52M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.27M
5
META icon
Meta Platforms (Facebook)
META
+$724K

Top Sells

1
+$12M
2
+$5.38M
3
+$3.31M
4
PNC icon
PNC Financial Services
PNC
+$2.44M
5
LLY icon
Eli Lilly
LLY
+$1.95M

Sector Composition

1 Technology 31.32%
2 Healthcare 15.24%
3 Financials 14.2%
4 Consumer Discretionary 11.19%
5 Communication Services 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.1M 1.49%
136,594
-4,440
27
$13M 1.49%
65,138
+215
28
$11.6M 1.33%
317,100
-90,350
29
$11.1M 1.27%
36,819
+11,654
30
$11M 1.25%
79,280
+351
31
$7.85M 0.9%
19,188
+717
32
$7.44M 0.85%
26,248
+14,345
33
$7.09M 0.81%
41,827
+209
34
$6.16M 0.7%
21,077
+4,352
35
$2.37M 0.27%
16,280
+804
36
$2.33M 0.27%
16,603
-85,713
37
$2.25M 0.26%
6,424
-109
38
$2.22M 0.25%
18,079
-19,847
39
$1.91M 0.22%
16,270
+320
40
$1.85M 0.21%
78,228
+2,895
41
$1.84M 0.21%
20,154
-5,934
42
$1.56M 0.18%
22,672
-929
43
$1.56M 0.18%
15,168
+689
44
$1.52M 0.17%
+17,946
45
$1.39M 0.16%
3,253
+256
46
$1.37M 0.16%
2,827
-326
47
$1.25M 0.14%
25,040
+1,270
48
$1.04M 0.12%
10,976
+213
49
$1M 0.11%
7,656
-424
50
$950K 0.11%
2,213
+63
1
2
3 4