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
-$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$2.7M
3
+$2.65M
4
MPC icon
Marathon Petroleum
MPC
+$1.37M
5
ABT icon
Abbott
ABT
+$867K

Top Sells

1
+$11.1M
2
+$1.65M
3
+$939K
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$764K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$588K

Sector Composition

1 Healthcare 17.92%
2 Technology 17.17%
3 Financials 15.28%
4 Consumer Staples 10.78%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.3%
16,945
-60
52
$1.09M 0.28%
10,698
-100
53
$1.08M 0.28%
8,251
-200
54
$1.05M 0.27%
48,923
+2,754
55
$1.03M 0.26%
50,200
56
$1.02M 0.26%
9,427
+4,725
57
$889K 0.23%
3,396
+693
58
$852K 0.22%
4,174
+72
59
$787K 0.2%
53,280
-23,825
60
$787K 0.2%
5,694
-741
61
$770K 0.2%
17,708
+5,540
62
$752K 0.19%
15,880
-271
63
$722K 0.19%
6,339
-670
64
$695K 0.18%
16,049
+1,284
65
$682K 0.18%
+10,350
66
$612K 0.16%
5,581
-95
67
$599K 0.15%
7,625
+114
68
$598K 0.15%
2,674
-25
69
$566K 0.15%
8,153
-1,490
70
$560K 0.14%
14,326
-2,200
71
$542K 0.14%
3,511
-355
72
$519K 0.13%
22,037
-913
73
$512K 0.13%
2,915
+570
74
$511K 0.13%
3,897
-102
75
$500K 0.13%
22,875
-2,000
1 2
3
4 5