MCM

Maple Capital Management Portfolio holdings

AUM $1.52B
1-Year Est. Return 19.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.52B
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.78M
3
+$1.69M
4
UBER icon
Uber
UBER
+$1.37M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.29M

Top Sells

1
+$22.4M
2
+$13.5M
3
+$1.75M
4
GMS
GMS Inc
GMS
+$1.33M
5
AXP icon
American Express
AXP
+$1.28M

Sector Composition

1 Technology 34.03%
2 Financials 14.85%
3 Communication Services 13.15%
4 Consumer Discretionary 11.49%
5 Healthcare 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHR icon
51
Danaher
DHR
$166B
$1.23M 0.08%
6,190
-1,848
VOO icon
52
Vanguard S&P 500 ETF
VOO
$857B
$1.21M 0.08%
1,980
-251
VIG icon
53
Vanguard Dividend Appreciation ETF
VIG
$104B
$1.06M 0.07%
4,911
-47
MCO icon
54
Moody's
MCO
$93B
$1M 0.07%
2,102
-50
MCD icon
55
McDonald's
MCD
$224B
$987K 0.06%
3,249
-120
ABBV icon
56
AbbVie
ABBV
$395B
$908K 0.06%
3,922
IBM icon
57
IBM
IBM
$275B
$904K 0.06%
3,205
+122
PEP icon
58
PepsiCo
PEP
$202B
$851K 0.06%
6,061
-810
PNC icon
59
PNC Financial Services
PNC
$90.4B
$849K 0.06%
4,225
-1,024
UNP icon
60
Union Pacific
UNP
$138B
$829K 0.05%
3,508
-145
MRK icon
61
Merck
MRK
$268B
$744K 0.05%
8,864
-1,475
SHW icon
62
Sherwin-Williams
SHW
$85.9B
$740K 0.05%
2,138
-14
ADP icon
63
Automatic Data Processing
ADP
$103B
$674K 0.04%
2,296
-61
KO icon
64
Coca-Cola
KO
$316B
$622K 0.04%
9,378
+317
CSCO icon
65
Cisco
CSCO
$311B
$599K 0.04%
8,754
-80
V icon
66
Visa
V
$629B
$595K 0.04%
1,743
-31
ACWX icon
67
iShares MSCI ACWI ex US ETF
ACWX
$8.81B
$583K 0.04%
8,971
-1,060
MUB icon
68
iShares National Muni Bond ETF
MUB
$42B
$567K 0.04%
5,320
+703
XLU icon
69
State Street Utilities Select Sector SPDR ETF
XLU
$22.2B
$562K 0.04%
12,884
-116
TRMK icon
70
Trustmark
TRMK
$2.48B
$556K 0.04%
14,028
UNH icon
71
UnitedHealth
UNH
$256B
$539K 0.04%
1,561
-64,852
VTI icon
72
Vanguard Total Stock Market ETF
VTI
$585B
$511K 0.03%
1,556
+328
NEE icon
73
NextEra Energy
NEE
$184B
$504K 0.03%
6,671
-1,000
AVGO icon
74
Broadcom
AVGO
$1.58T
$494K 0.03%
1,496
-46
LMT icon
75
Lockheed Martin
LMT
$137B
$486K 0.03%
974
-27,078
1 2
3
4 5