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
$1.59B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$6.69M
3
+$2.6M
4
AMAT icon
Applied Materials
AMAT
+$1.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.37M

Top Sells

1
+$17.2M
2
+$3.94M
3
+$1.49M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.15M
5
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$811K

Sector Composition

1 Technology 33.56%
2 Financials 14.98%
3 Communication Services 13.88%
4 Consumer Discretionary 11.11%
5 Healthcare 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLW icon
51
Corning
GLW
$111B
$1.25M 0.08%
+14,258
DHR icon
52
Danaher
DHR
$132B
$1.24M 0.08%
5,434
-756
MCO icon
53
Moody's
MCO
$76.5B
$1.05M 0.07%
2,057
-45
VIG icon
54
Vanguard Dividend Appreciation ETF
VIG
$100B
$1.04M 0.07%
4,748
-163
MRK icon
55
Merck
MRK
$286B
$970K 0.06%
9,218
+354
MCD icon
56
McDonald's
MCD
$232B
$951K 0.06%
3,110
-139
IBM icon
57
IBM
IBM
$231B
$942K 0.06%
3,181
-24
TCHP icon
58
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.75B
$924K 0.06%
18,523
-16,388
ABBV icon
59
AbbVie
ABBV
$388B
$889K 0.06%
3,891
-31
UNP icon
60
Union Pacific
UNP
$144B
$811K 0.05%
3,505
-3
PNC icon
61
PNC Financial Services
PNC
$81.1B
$808K 0.05%
3,873
-352
BRK.A icon
62
Berkshire Hathaway Class A
BRK.A
$1.06T
$755K 0.05%
1
-2
V icon
63
Visa
V
$591B
$752K 0.05%
2,144
+401
ORCL icon
64
Oracle
ORCL
$446B
$734K 0.05%
3,767
-1,365
CSCO icon
65
Cisco
CSCO
$309B
$702K 0.04%
9,116
+362
PEP icon
66
PepsiCo
PEP
$218B
$695K 0.04%
4,840
-1,221
SHW icon
67
Sherwin-Williams
SHW
$79.2B
$665K 0.04%
2,053
-85
VTI icon
68
Vanguard Total Stock Market ETF
VTI
$564B
$625K 0.04%
1,863
+307
KO icon
69
Coca-Cola
KO
$333B
$607K 0.04%
8,686
-692
ADP icon
70
Automatic Data Processing
ADP
$84B
$582K 0.04%
2,264
-32
NEE icon
71
NextEra Energy
NEE
$193B
$543K 0.03%
6,762
+91
TRMK icon
72
Trustmark
TRMK
$2.4B
$538K 0.03%
13,813
-215
DGX icon
73
Quest Diagnostics
DGX
$21.9B
$533K 0.03%
+3,070
SCHD icon
74
Schwab US Dividend Equity ETF
SCHD
$83.4B
$517K 0.03%
18,863
-42,316
LOW icon
75
Lowe's Companies
LOW
$133B
$483K 0.03%
2,004
+83
1 2
3
4 5