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
$308M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$4.19M
3
+$1.43M
4
SLB icon
SLB Ltd
SLB
+$1.11M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$838K

Top Sells

1
+$1.13M
2
+$546K
3
+$332K
4
COR icon
Cencora
COR
+$275K
5
EEP
Enbridge Energy Partners
EEP
+$240K

Sector Composition

1 Healthcare 16.78%
2 Technology 12.72%
3 Financials 11.16%
4 Energy 9.09%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.44%
13,889
+350
52
$1.35M 0.44%
86,017
+3,709
53
$1.3M 0.42%
10,333
+454
54
$1.11M 0.36%
14,840
-43
55
$1.05M 0.34%
41,233
-9,415
56
$1.01M 0.33%
52,700
57
$961K 0.31%
10,899
-25
58
$936K 0.3%
15,076
+600
59
$923K 0.3%
8,220
-1,175
60
$907K 0.29%
13,614
+2,425
61
$869K 0.28%
12,130
62
$838K 0.27%
+10,367
63
$775K 0.25%
18,305
+1,018
64
$769K 0.25%
5,065
+2,817
65
$761K 0.25%
24,345
-36,205
66
$758K 0.25%
20,069
+3,050
67
$739K 0.24%
+12,503
68
$697K 0.23%
2,906
+242
69
$694K 0.23%
11,235
+1,250
70
$660K 0.21%
5,692
-5
71
$648K 0.21%
4,483
+756
72
$623K 0.2%
5,960
73
$598K 0.19%
4,130
-335
74
$592K 0.19%
4,599
+1,039
75
$567K 0.18%
+4,513
1 2
3
4 5