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
$401M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$6.83M
3
+$6.5M
4
UNH icon
UnitedHealth
UNH
+$5.48M
5
TXN icon
Texas Instruments
TXN
+$3.53M

Top Sells

1
+$5.42M
2
+$3.03M
3
+$2.14M
4
GE icon
GE Aerospace
GE
+$1.62M
5
RTX icon
RTX Corp
RTX
+$1.16M

Sector Composition

1 Technology 16.88%
2 Financials 16.84%
3 Healthcare 15.47%
4 Consumer Staples 8.37%
5 Communication Services 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.37%
54,941
+2,295
52
$1.46M 0.36%
50,200
-2,500
53
$1.4M 0.35%
41,678
-936
54
$1.39M 0.35%
12,590
+16
55
$1.34M 0.33%
14,623
-125
56
$1.21M 0.3%
3,568
-23
57
$1.2M 0.3%
10,576
58
$1.19M 0.3%
10,762
-1,609
59
$1.13M 0.28%
5,687
+1,168
60
$1.1M 0.27%
67,766
-4,875
61
$1.06M 0.27%
5,970
-294
62
$1.04M 0.26%
7,743
-8
63
$952K 0.24%
13,160
+1,700
64
$855K 0.21%
19,862
-11,962
65
$835K 0.21%
13,000
+8,683
66
$813K 0.2%
14,015
-435
67
$806K 0.2%
3,904
+675
68
$785K 0.2%
14,650
+25
69
$735K 0.18%
5,012
+879
70
$717K 0.18%
16,520
-689
71
$712K 0.18%
3,727
72
$701K 0.17%
8,338
-650
73
$670K 0.17%
13,876
-1,073
74
$607K 0.15%
11,155
-3,075
75
$601K 0.15%
14,002
-786
1 2
3
4 5