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
$1.23B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$10.9M
3
+$6.22M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$3.52M
5
CVX icon
Chevron
CVX
+$2.65M

Top Sells

1
+$11.8M
2
+$7.56M
3
+$5.41M
4
AMAT icon
Applied Materials
AMAT
+$969K
5
STZ icon
Constellation Brands
STZ
+$684K

Sector Composition

1 Technology 32.68%
2 Financials 13.29%
3 Healthcare 12.78%
4 Consumer Discretionary 11.04%
5 Communication Services 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.5M 1.34%
64,107
+4,116
27
$16.3M 1.32%
36,624
+2,584
28
$15.2M 1.24%
32,595
+4,593
29
$14.5M 1.18%
83,808
+1,727
30
$12.9M 1.04%
65,431
+66
31
$12.5M 1.01%
48,392
-2,657
32
$10.9M 0.88%
+111,947
33
$10.9M 0.88%
45,618
+1,179
34
$6.45M 0.52%
9,552
+9,212
35
$5.87M 0.48%
23,505
-30,268
36
$5.56M 0.45%
33,721
-71,374
37
$3.52M 0.29%
+78,363
38
$2.54M 0.21%
43,427
+7,617
39
$2.45M 0.2%
6,030
-202
40
$2.43M 0.2%
14,705
-1,599
41
$2.42M 0.2%
4,452
+2,452
42
$2.17M 0.18%
27,662
+5,375
43
$1.97M 0.16%
3,603
+883
44
$1.82M 0.15%
14,688
-591
45
$1.73M 0.14%
15,008
+189
46
$1.58M 0.13%
8,689
+473
47
$1.5M 0.12%
57,849
-5,046
48
$1.28M 0.1%
2,274
-91
49
$1.19M 0.1%
+23,498
50
$1.05M 0.09%
6,781
-66
1
2
3 4 5