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
$999M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$5.04M
3
+$4.02M
4
LMT icon
Lockheed Martin
LMT
+$3.23M
5
ISRG icon
Intuitive Surgical
ISRG
+$2.7M

Top Sells

1
+$1.87M
2
+$1.7M
3
+$1.52M
4
PNC icon
PNC Financial Services
PNC
+$1.28M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M

Sector Composition

1 Technology 31.54%
2 Healthcare 14.39%
3 Financials 14.34%
4 Consumer Discretionary 11.82%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.2M 1.42%
310,300
-6,800
27
$13.9M 1.4%
66,200
+1,062
28
$13.3M 1.33%
54,950
+557
29
$13M 1.3%
80,360
+1,080
30
$12.6M 1.26%
54,612
-8,088
31
$12.2M 1.22%
44,638
+18,390
32
$11.9M 1.19%
26,317
+7,129
33
$9.82M 0.98%
29,095
+8,018
34
$8.48M 0.85%
42,736
+909
35
$2.41M 0.24%
16,435
+155
36
$2.01M 0.2%
5,641
-783
37
$1.87M 0.19%
73,704
-4,524
38
$1.72M 0.17%
15,743
+575
39
$1.68M 0.17%
22,333
-339
40
$1.66M 0.17%
10,174
-6,429
41
$1.63M 0.16%
29,385
+4,345
42
$1.53M 0.15%
15,273
-997
43
$1.52M 0.15%
9,808
-8,271
44
$1.51M 0.15%
13,952
+2,976
45
$1.37M 0.14%
2,522
-305
46
$1.29M 0.13%
13,411
-6,743
47
$1.08M 0.11%
2,259
+46
48
$1.07M 0.11%
7,692
+36
49
$1.02M 0.1%
4,149
+34
50
$943K 0.09%
1,983
-1,270
1
2
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