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
$275M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$3.06M
3
+$1.56M
4
CVS icon
CVS Health
CVS
+$1.22M
5
COR icon
Cencora
COR
+$918K

Top Sells

1
+$4.77M
2
+$1.76M
3
+$1.24M
4
PBCT
People's United Financial Inc
PBCT
+$476K
5
SUSQ
SUSQUEHANNA BANCSHARES INC
SUSQ
+$420K

Sector Composition

1 Energy 15.13%
2 Financials 12.9%
3 Healthcare 12.71%
4 Technology 11.96%
5 Industrials 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.54%
29,585
+100
52
$1.47M 0.54%
32,181
-2,000
53
$1.41M 0.51%
8,162
-68
54
$1.34M 0.49%
18,821
+1,760
55
$1.33M 0.48%
125,552
-39,789
56
$1.25M 0.46%
8,680
+840
57
$1.17M 0.42%
75,800
58
$1.1M 0.4%
19,970
+1,965
59
$1.1M 0.4%
9,180
+239
60
$1.05M 0.38%
9,835
+156
61
$1.05M 0.38%
37,222
+11,436
62
$997K 0.36%
15,909
+400
63
$946K 0.34%
22,337
-1,000
64
$933K 0.34%
87,878
-3,675
65
$918K 0.33%
+12,635
66
$918K 0.33%
20,780
-2,420
67
$905K 0.33%
52,700
68
$844K 0.31%
13,578
+105
69
$809K 0.29%
6,356
-275
70
$733K 0.27%
6,215
-105
71
$697K 0.25%
19,242
72
$686K 0.25%
8,255
73
$663K 0.24%
11,507
-105
74
$649K 0.24%
5,127
75
$570K 0.21%
3
1 2
3
4 5