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
$389M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.87M
3
+$964K
4
HON icon
Honeywell
HON
+$586K
5
JNJ icon
Johnson & Johnson
JNJ
+$570K

Top Sells

1
+$4.55M
2
+$2.97M
3
+$2.06M
4
GE icon
GE Aerospace
GE
+$363K
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$331K

Sector Composition

1 Financials 16.38%
2 Technology 15.8%
3 Healthcare 13.44%
4 Consumer Staples 9.11%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.38%
42,614
-697
52
$1.44M 0.37%
52,700
53
$1.37M 0.35%
14,748
-575
54
$1.34M 0.35%
12,574
+182
55
$1.3M 0.33%
72,641
-4,369
56
$1.24M 0.32%
10,576
-98
57
$1.19M 0.31%
6,264
+207
58
$1.15M 0.3%
3,591
+55
59
$1.12M 0.29%
24,315
-352
60
$1.04M 0.27%
7,751
-11
61
$1.01M 0.26%
6,861
+3,988
62
$974K 0.25%
14,450
-1,151
63
$907K 0.23%
14,230
-115
64
$896K 0.23%
4,519
+7
65
$838K 0.22%
23,834
-25
66
$790K 0.2%
17,209
-1,224
67
$786K 0.2%
14,625
-250
68
$776K 0.2%
8,988
+500
69
$738K 0.19%
5,057
-97
70
$704K 0.18%
14,949
+4,950
71
$670K 0.17%
11,460
+700
72
$662K 0.17%
6,344
73
$633K 0.16%
5,885
+326
74
$631K 0.16%
3,727
75
$613K 0.16%
3,229
+450
1 2
3
4 5