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
$259M
AUM Growth
+$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.31M
3
+$2.97M
4
BA icon
Boeing
BA
+$2.02M
5
LEA icon
Lear
LEA
+$1.98M

Top Sells

1
+$6.31M
2
+$4M
3
+$3.86M
4
MCK icon
McKesson
MCK
+$3.65M
5
CAG icon
Conagra Brands
CAG
+$2.3M

Sector Composition

1 Energy 14.39%
2 Financials 13.51%
3 Healthcare 12.5%
4 Industrials 11.45%
5 Technology 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.6%
39,115
+25
52
$1.51M 0.59%
8,230
-34,283
53
$1.5M 0.58%
34,181
+250
54
$1.36M 0.53%
18,405
55
$1.33M 0.51%
29,485
+1,125
56
$1.3M 0.5%
75,800
57
$1.25M 0.48%
52,700
-500
58
$1.24M 0.48%
51,627
-33,439
59
$1.19M 0.46%
7,840
+725
60
$1.02M 0.4%
9,679
-3
61
$1.02M 0.39%
91,553
+5,050
62
$1.01M 0.39%
8,941
+239
63
$1M 0.39%
17,061
+4,918
64
$975K 0.38%
18,005
+315
65
$924K 0.36%
15,509
+1,550
66
$902K 0.35%
23,337
-400
67
$859K 0.33%
13,473
-211
68
$826K 0.32%
6,631
-50
69
$786K 0.3%
25,786
+948
70
$751K 0.29%
19,242
+1,400
71
$728K 0.28%
23,200
-2,575
72
$705K 0.27%
11,612
-121
73
$641K 0.25%
5,127
74
$620K 0.24%
8,255
75
$616K 0.24%
6,320
+51
1 2
3
4 5