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
$288M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$2.81M
3
+$2.57M
4
DD icon
DuPont de Nemours
DD
+$2.54M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.9M

Top Sells

1
+$3.39M
2
+$2.99M
3
+$2.49M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$678K
5
LPT
Liberty Property Trust
LPT
+$601K

Sector Composition

1 Healthcare 14.52%
2 Financials 12.72%
3 Industrials 12.35%
4 Technology 12.15%
5 Energy 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.65M 0.57%
66,904
-5,145
52
$1.37M 0.48%
24,913
+2,716
53
$1.36M 0.47%
9,325
+955
54
$1.33M 0.46%
40,438
+791
55
$1.33M 0.46%
17,238
+900
56
$1.25M 0.43%
135
+10
57
$1.21M 0.42%
29,148
-3,100
58
$1.21M 0.42%
78,393
+2,943
59
$1.19M 0.41%
14,815
+11,295
60
$1.09M 0.38%
7,925
61
$1.08M 0.38%
10,094
+1,205
62
$1.02M 0.36%
28,967
+5,775
63
$921K 0.32%
10,754
-1,185
64
$919K 0.32%
52,700
65
$792K 0.28%
83,828
-800
66
$782K 0.27%
9,376
+111
67
$765K 0.27%
18,876
-1,123
68
$740K 0.26%
5,127
69
$731K 0.25%
59,400
-7,975
70
$699K 0.24%
9,535
-750
71
$687K 0.24%
11,338
-248
72
$673K 0.23%
8,905
+750
73
$667K 0.23%
56,650
+16,900
74
$631K 0.22%
9,296
-4,644
75
$574K 0.2%
5,191
-690
1 2
3
4 5