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MCM

Maple Capital Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 23.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
-$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$12M
3
+$2.47M
4
MSCI icon
MSCI
MSCI
+$792K
5
AMZN icon
Amazon
AMZN
+$481K

Top Sells

1
+$9.2M
2
+$7.89M
3
+$7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.96M
5
HD icon
Home Depot
HD
+$3.91M

Sector Composition

1 Technology 33.21%
2 Communication Services 12.89%
3 Financials 12.72%
4 Consumer Discretionary 10.81%
5 Healthcare 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PG icon
51
Procter & Gamble
PG
$348B
$1.22M 0.08%
8,418
-790
TSLA icon
52
Tesla
TSLA
$1.51T
$1.19M 0.08%
3,195
+55
QQQ icon
53
Invesco QQQ Trust
QQQ
$479B
$1.08M 0.07%
1,871
-262
IBM icon
54
IBM
IBM
$255B
$1.02M 0.07%
4,219
+1,038
MRK icon
55
Merck
MRK
$296B
$1.01M 0.07%
8,393
-825
VIG icon
56
Vanguard Dividend Appreciation ETF
VIG
$109B
$994K 0.07%
4,623
-125
MCD icon
57
McDonald's
MCD
$203B
$927K 0.06%
2,983
-127
CAT icon
58
Caterpillar
CAT
$419B
$855K 0.06%
1,206
+390
ABBV icon
59
AbbVie
ABBV
$401B
$827K 0.06%
3,801
-90
UNP icon
60
Union Pacific
UNP
$162B
$822K 0.06%
3,390
-115
PNC icon
61
PNC Financial Services
PNC
$95.6B
$794K 0.05%
3,818
-55
BRK.A icon
62
Berkshire Hathaway Class A
BRK.A
$1.05T
$718K 0.05%
1
CSCO icon
63
Cisco
CSCO
$478B
$663K 0.04%
8,551
-565
SHW icon
64
Sherwin-Williams
SHW
$78.8B
$658K 0.04%
2,053
V icon
65
Visa
V
$613B
$638K 0.04%
2,109
-35
DHR icon
66
Danaher
DHR
$128B
$631K 0.04%
3,330
-2,104
NEE icon
67
NextEra Energy
NEE
$179B
$621K 0.04%
6,691
-71
TCHP icon
68
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.11B
$615K 0.04%
13,927
-4,596
ORCL icon
69
Oracle
ORCL
$524B
$576K 0.04%
3,913
+146
KO icon
70
Coca-Cola
KO
$355B
$563K 0.04%
7,402
-1,284
TRMK icon
71
Trustmark
TRMK
$2.69B
$557K 0.04%
13,213
-600
VTI icon
72
Vanguard Total Stock Market ETF
VTI
$650B
$545K 0.04%
1,698
-165
MCO icon
73
Moody's
MCO
$77.9B
$534K 0.04%
1,225
-832
XLU icon
74
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$485K 0.03%
10,573
-169
PEP icon
75
PepsiCo
PEP
$197B
$480K 0.03%
3,090
-1,750
1 2
3
4 5