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
$1.29B
AUM Growth
-$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$2.89M
3
+$2.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.3M
5
CL icon
Colgate-Palmolive
CL
+$1.42M

Top Sells

1
+$8.17M
2
+$1.98M
3
+$1.31M
4
DHR icon
Danaher
DHR
+$1.07M
5
AON icon
Aon
AON
+$946K

Sector Composition

1 Technology 29.39%
2 Financials 15.54%
3 Healthcare 12.63%
4 Consumer Discretionary 11.48%
5 Communication Services 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CME icon
26
CME Group
CME
$96B
$16.9M 1.31%
63,888
-442
CMG icon
27
Chipotle Mexican Grill
CMG
$54B
$16.6M 1.28%
330,664
+16,537
ZTS icon
28
Zoetis
ZTS
$64.4B
$14.1M 1.09%
85,918
+1,076
LMT icon
29
Lockheed Martin
LMT
$112B
$13.5M 1.04%
30,239
-2,041
CL icon
30
Colgate-Palmolive
CL
$62.3B
$13.3M 1.03%
141,870
+15,138
GE icon
31
GE Aerospace
GE
$327B
$13M 1.01%
65,156
+14,451
AMAT icon
32
Applied Materials
AMAT
$181B
$12.4M 0.96%
85,768
+2,480
ECL icon
33
Ecolab
ECL
$76.1B
$11.7M 0.91%
46,251
+336
NFLX icon
34
Netflix
NFLX
$467B
$10.3M 0.8%
11,048
+335
BRK.A icon
35
Berkshire Hathaway Class A
BRK.A
$1.04T
$4.79M 0.37%
+6
FBND icon
36
Fidelity Total Bond ETF
FBND
$21.2B
$4.38M 0.34%
95,884
+7,422
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.04T
$3.04M 0.23%
5,702
-344
DHR icon
38
Danaher
DHR
$153B
$2.31M 0.18%
11,285
-5,230
EFA icon
39
iShares MSCI EAFE ETF
EFA
$69B
$2.09M 0.16%
25,553
+966
IVV icon
40
iShares Core S&P 500 ETF
IVV
$682B
$2.08M 0.16%
3,711
+457
PG icon
41
Procter & Gamble
PG
$354B
$2.01M 0.16%
11,788
-490
SPY icon
42
SPDR S&P 500 ETF Trust
SPY
$682B
$1.99M 0.15%
3,563
-807
IJH icon
43
iShares Core S&P Mid-Cap ETF
IJH
$101B
$1.94M 0.15%
33,219
-6,698
SCHD icon
44
Schwab US Dividend Equity ETF
SCHD
$70.6B
$1.88M 0.15%
67,386
+5,685
GMS
45
DELISTED
GMS Inc
GMS
$1.84M 0.14%
25,200
XOM icon
46
Exxon Mobil
XOM
$490B
$1.83M 0.14%
15,406
+169
JPST icon
47
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$1.62M 0.13%
32,059
+5,987
PEP icon
48
PepsiCo
PEP
$205B
$1.61M 0.12%
10,738
-5,940
GOOGL icon
49
Alphabet (Google) Class A
GOOGL
$3.23T
$1.53M 0.12%
9,913
+658
TCHP icon
50
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.66B
$1.51M 0.12%
39,563
+3,631
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