MCM

Maple Capital Management Portfolio holdings

AUM $1.59B
1-Year Est. Return 21.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$5.99M
3
+$3.72M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.06M
5
NVDA icon
NVIDIA
NVDA
+$2.93M

Top Sells

1
+$2.29M
2
+$1.56M
3
+$1.02M
4
GMS
GMS Inc
GMS
+$1M
5
UNH icon
UnitedHealth
UNH
+$936K

Sector Composition

1 Technology 32.15%
2 Financials 15.09%
3 Communication Services 11.65%
4 Consumer Discretionary 11.55%
5 Healthcare 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20M 1.37%
355,336
+24,672
27
$19.7M 1.35%
76,452
+11,296
28
$17.7M 1.21%
64,337
+449
29
$16.2M 1.11%
88,441
+2,673
30
$15.3M 1.05%
114,250
+3,770
31
$14.9M 1.02%
164,077
+22,207
32
$13.7M 0.94%
87,552
+1,634
33
$13M 0.89%
28,052
-2,187
34
$12.6M 0.87%
46,944
+693
35
$9.26M 0.63%
+99,263
36
$4.45M 0.3%
97,294
+1,410
37
$2.93M 0.2%
6,041
+339
38
$2.67M 0.18%
4,325
+762
39
$2.26M 0.15%
25,306
-247
40
$2.26M 0.15%
36,420
+3,201
41
$2.19M 0.15%
3
-3
42
$2.16M 0.15%
3,483
-228
43
$1.85M 0.13%
40,895
+1,332
44
$1.75M 0.12%
65,950
-1,436
45
$1.75M 0.12%
10,961
-827
46
$1.74M 0.12%
9,867
-46
47
$1.59M 0.11%
8,038
-3,247
48
$1.55M 0.11%
14,367
-1,039
49
$1.49M 0.1%
29,491
-2,568
50
$1.33M 0.09%
12,250
-12,950
1
2
3 4 5