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
$445M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.12M
3
+$1.08M
4
AMZN icon
Amazon
AMZN
+$966K
5
UNH icon
UnitedHealth
UNH
+$816K

Top Sells

1
+$6.08M
2
+$2.66M
3
+$1.4M
4
OXY icon
Occidental Petroleum
OXY
+$1.25M
5
LLY icon
Eli Lilly
LLY
+$500K

Sector Composition

1 Technology 18.78%
2 Healthcare 17.63%
3 Financials 15.11%
4 Consumer Staples 11.21%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.27%
47,864
+4,740
52
$1.18M 0.26%
9,173
53
$1.16M 0.26%
5,442
+371
54
$1.14M 0.26%
20,873
+1,286
55
$1.12M 0.25%
+4,900
56
$908K 0.2%
5,370
-106
57
$877K 0.2%
11,526
-79,957
58
$829K 0.19%
19,326
+4,400
59
$808K 0.18%
3,891
+815
60
$802K 0.18%
15,660
-2,076
61
$783K 0.18%
5,609
+28
62
$779K 0.18%
10,480
+130
63
$730K 0.16%
14,342
+996
64
$697K 0.16%
8,659
+18
65
$696K 0.16%
5,279
+1,105
66
$684K 0.15%
38,694
+10,035
67
$663K 0.15%
3,549
+213
68
$654K 0.15%
5,100
69
$639K 0.14%
3,110
70
$622K 0.14%
9,900
-1,150
71
$564K 0.13%
24,525
-4,200
72
$559K 0.13%
3,660
-87
73
$546K 0.12%
4,291
74
$533K 0.12%
1,816
-678
75
$494K 0.11%
6,024
-133
1 2
3
4 5