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
$273M
AUM Growth
+$2.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$2.77M
3
+$2.54M
4
VZ icon
Verizon
VZ
+$873K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$551K

Top Sells

1
+$726K
2
+$714K
3
+$685K
4
BCE icon
BCE
BCE
+$528K
5
TJX icon
TJX Companies
TJX
+$382K

Sector Composition

1 Healthcare 18.21%
2 Technology 12.47%
3 Financials 10.21%
4 Consumer Staples 9.89%
5 Energy 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.44%
28,967
-1,000
52
$1.18M 0.43%
13,539
-966
53
$1.18M 0.43%
50,648
-800
54
$1.13M 0.41%
14,883
-350
55
$1.09M 0.4%
82,308
-2,000
56
$1M 0.37%
10,924
57
$1M 0.37%
52,700
58
$982K 0.36%
9,395
-25
59
$853K 0.31%
12,130
60
$841K 0.31%
14,476
+6,400
61
$784K 0.29%
17,287
-392
62
$695K 0.25%
11,189
+155
63
$661K 0.24%
2,664
+686
64
$643K 0.24%
5,697
+300
65
$629K 0.23%
4,465
+890
66
$588K 0.22%
5,960
-30
67
$585K 0.21%
9,985
+150
68
$558K 0.2%
17,019
+704
69
$540K 0.2%
3,727
70
$521K 0.19%
53,675
-3,200
71
$521K 0.19%
62,200
-2,000
72
$520K 0.19%
7,850
-400
73
$515K 0.19%
6,996
-15
74
$515K 0.19%
5,267
+203
75
$459K 0.17%
4,689
1 2
3
4 5