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
$425M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.17M
3
+$814K
4
BA icon
Boeing
BA
+$813K
5
AMZN icon
Amazon
AMZN
+$659K

Top Sells

1
+$6.64M
2
+$5.04M
3
+$3.26M
4
BAC icon
Bank of America
BAC
+$1.96M
5
LLY icon
Eli Lilly
LLY
+$1.1M

Sector Composition

1 Technology 18.89%
2 Healthcare 18.06%
3 Financials 13.68%
4 Consumer Staples 11%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.28%
29,753
-5,847
52
$1.09M 0.26%
9,173
-1,525
53
$1.08M 0.26%
49,200
-1,000
54
$1.06M 0.25%
3,549
+153
55
$1.06M 0.25%
19,587
+3,538
56
$1.02M 0.24%
43,124
-5,799
57
$1.02M 0.24%
5,071
+897
58
$916K 0.22%
5,476
-218
59
$857K 0.2%
17,736
+28
60
$764K 0.18%
10,350
61
$688K 0.16%
8,641
+1,016
62
$683K 0.16%
2,494
-180
63
$670K 0.16%
28,725
+5,850
64
$655K 0.15%
11,050
-112,051
65
$641K 0.15%
14,926
+600
66
$625K 0.15%
13,346
-2,534
67
$620K 0.15%
5,581
68
$614K 0.14%
3,110
69
$599K 0.14%
3,336
-175
70
$585K 0.14%
37,125
-16,155
71
$584K 0.14%
3,076
+1,178
72
$579K 0.14%
4,676
-1,663
73
$563K 0.13%
4,174
-5,253
74
$538K 0.13%
3,747
-150
75
$530K 0.12%
4,291
-205
1 2
3
4 5