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
$1.36B
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$2.34M
3
+$2.14M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.59M
5
AMZN icon
Amazon
AMZN
+$1.37M

Top Sells

1
+$1.47M
2
+$883K
3
+$734K
4
META icon
Meta Platforms (Facebook)
META
+$622K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$444K

Sector Composition

1 Technology 31.66%
2 Financials 14.81%
3 Consumer Discretionary 11.73%
4 Healthcare 11.42%
5 Communication Services 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.9M 1.39%
314,127
+1,243
27
$15.7M 1.15%
32,280
-3,029
28
$14.9M 1.1%
64,330
-828
29
$13.8M 1.02%
84,842
-219
30
$13.5M 1%
83,288
+14,419
31
$11.5M 0.85%
126,732
+4,504
32
$10.8M 0.79%
45,915
+26
33
$10.1M 0.74%
45,779
-1,310
34
$9.55M 0.7%
10,713
+384
35
$8.46M 0.62%
50,705
+48,693
36
$3.97M 0.29%
88,462
+4,935
37
$3.79M 0.28%
16,515
-3,197
38
$2.74M 0.2%
6,046
-980
39
$2.56M 0.19%
4,370
+11
40
$2.54M 0.19%
16,678
-5,808
41
$2.49M 0.18%
39,917
-2,148
42
$2.14M 0.16%
+25,200
43
$2.06M 0.15%
12,278
-1,060
44
$1.92M 0.14%
3,254
-238
45
$1.86M 0.14%
24,587
-1,540
46
$1.75M 0.13%
9,255
-433
47
$1.69M 0.12%
61,701
+3,060
48
$1.64M 0.12%
15,237
+58
49
$1.51M 0.11%
35,932
+10,616
50
$1.35M 0.1%
13,593
-619
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2
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