MCM

Maple Capital Management Portfolio holdings

AUM $1.46B
1-Year Est. Return 17.35%
This Quarter Est. Return
1 Year Est. Return
+17.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.27M
3
+$1.04M
4
CBU icon
Community Bank
CBU
+$609K
5
EXXI
ENERGY XXI LTD COM SHS
EXXI
+$464K

Top Sells

1
+$4.17M
2
+$2.92M
3
+$2.58M
4
GEN icon
Gen Digital
GEN
+$2.45M
5
EMR icon
Emerson Electric
EMR
+$1.62M

Sector Composition

1 Energy 15.53%
2 Healthcare 13.3%
3 Financials 12%
4 Technology 11.19%
5 Industrials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.56%
25,324
+2,400
52
$1.27M 0.56%
39,165
+9,850
53
$1.27M 0.56%
+39,765
54
$1.24M 0.55%
26,575
+1,288
55
$1.16M 0.51%
27,110
+175
56
$1.12M 0.49%
47,902
-3,202
57
$1.04M 0.46%
53,200
58
$902K 0.4%
23,811
+1,688
59
$872K 0.38%
9,656
+552
60
$849K 0.37%
6,681
-35
61
$795K 0.35%
17,507
+556
62
$777K 0.34%
7,781
63
$743K 0.33%
13,368
+79
64
$732K 0.32%
26,750
-475
65
$715K 0.31%
11,459
-50
66
$623K 0.27%
11,860
-1,800
67
$610K 0.27%
11,808
-412
68
$609K 0.27%
+17,842
69
$591K 0.26%
63,780
+40,152
70
$588K 0.26%
10,162
-1,622
71
$571K 0.25%
5,027
+253
72
$571K 0.25%
20,936
+475
73
$554K 0.24%
6,269
+125
74
$548K 0.24%
8,355
-100
75
$527K 0.23%
10,943
-214
1 2
3
4 5