MCM

Maple Capital Management Portfolio holdings

AUM $1.52B
1-Year Est. Return 19.89%
This Quarter Est. Return
1 Year Est. Return
+19.89%
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
26
$16.9M 1.31%
63,888
-442
27
$16.6M 1.28%
330,664
+16,537
28
$14.1M 1.09%
85,918
+1,076
29
$13.5M 1.04%
30,239
-2,041
30
$13.3M 1.03%
141,870
+15,138
31
$13M 1.01%
65,156
+14,451
32
$12.4M 0.96%
85,768
+2,480
33
$11.7M 0.91%
46,251
+336
34
$10.3M 0.8%
110,480
+3,350
35
$4.79M 0.37%
+6
36
$4.38M 0.34%
95,884
+7,422
37
$3.04M 0.23%
5,702
-344
38
$2.31M 0.18%
11,285
-5,230
39
$2.09M 0.16%
25,553
+966
40
$2.08M 0.16%
3,711
+457
41
$2.01M 0.16%
11,788
-490
42
$1.99M 0.15%
3,563
-807
43
$1.94M 0.15%
33,219
-6,698
44
$1.88M 0.15%
67,386
+5,685
45
$1.84M 0.14%
25,200
46
$1.83M 0.14%
15,406
+169
47
$1.62M 0.13%
32,059
+5,987
48
$1.61M 0.12%
10,738
-5,940
49
$1.53M 0.12%
9,913
+658
50
$1.51M 0.12%
39,563
+3,631
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