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
$517M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$6.28M
3
+$2.68M
4
ACN icon
Accenture
ACN
+$1.28M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$672K

Top Sells

1
+$757K
2
+$657K
3
+$612K
4
CELG
Celgene Corp
CELG
+$447K
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$406K

Sector Composition

1 Technology 21.04%
2 Healthcare 17.28%
3 Financials 16.54%
4 Consumer Staples 11.9%
5 Consumer Discretionary 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.25%
44,493
+1,072
52
$1.29M 0.25%
15,385
-300
53
$1.2M 0.23%
5,303
-345
54
$1.17M 0.23%
7,823
-700
55
$1.17M 0.23%
31,512
-3,505
56
$1.12M 0.22%
23,372
+1,759
57
$1.1M 0.21%
17,097
+10,110
58
$1.09M 0.21%
13,886
-714
59
$1.09M 0.21%
48,200
-1,000
60
$1.06M 0.21%
5,383
+952
61
$948K 0.18%
5,241
-101
62
$930K 0.18%
10,536
-50
63
$921K 0.18%
15,220
-100
64
$909K 0.18%
7,067
-1,178
65
$907K 0.18%
20,214
-3,145
66
$837K 0.16%
5,785
+226
67
$835K 0.16%
15,087
+511
68
$824K 0.16%
10,250
-200
69
$739K 0.14%
4,050
-81
70
$728K 0.14%
3,424
71
$674K 0.13%
3,465
72
$657K 0.13%
8,149
-665
73
$656K 0.13%
3,125
+40
74
$647K 0.13%
+11,483
75
$604K 0.12%
24,225
-100
1 2
3
4 5