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
$339M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2M
3
+$1.68M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.58M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.29M

Top Sells

1
+$5.59M
2
+$1.97M
3
+$789K
4
APD icon
Air Products & Chemicals
APD
+$665K
5
SUI icon
Sun Communities
SUI
+$578K

Sector Composition

1 Healthcare 14.65%
2 Technology 14.21%
3 Financials 13.8%
4 Consumer Staples 9.16%
5 Energy 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.43%
18,008
-7,190
52
$1.41M 0.42%
10,711
+100
53
$1.34M 0.4%
12,689
-1,178
54
$1.18M 0.35%
17,020
+830
55
$1.15M 0.34%
52,700
56
$1.11M 0.33%
12,692
-732
57
$1.11M 0.33%
10,849
+315
58
$1.07M 0.32%
15,095
-160
59
$882K 0.26%
3,296
+159
60
$875K 0.26%
14,876
+126
61
$832K 0.25%
12,130
62
$811K 0.24%
14,750
-14,342
63
$811K 0.24%
19,107
+28
64
$796K 0.24%
5,419
-517
65
$794K 0.23%
8,085
-100
66
$771K 0.23%
6,199
-726
67
$764K 0.23%
4,583
-300
68
$750K 0.22%
3
69
$739K 0.22%
4,436
-262
70
$718K 0.21%
12,290
+6,125
71
$687K 0.2%
19,059
-1,710
72
$651K 0.19%
8,925
-50
73
$623K 0.18%
5,392
-200
74
$613K 0.18%
20,020
-450
75
$609K 0.18%
5,371
-258
1 2
3
4 5