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
$400M
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.42M
3
+$1.41M
4
JPM icon
JPMorgan Chase
JPM
+$1.35M
5
SPGI icon
S&P Global
SPGI
+$1.18M

Top Sells

1
+$11.5M
2
+$8.67M
3
+$7.24M
4
ELAN icon
Elanco Animal Health
ELAN
+$5.3M
5
MPC icon
Marathon Petroleum
MPC
+$3.85M

Sector Composition

1 Technology 25.04%
2 Healthcare 18.67%
3 Consumer Staples 12.99%
4 Consumer Discretionary 12.81%
5 Financials 12.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$917K 0.23%
41,673
-2,820
52
$876K 0.22%
5,295
-88
53
$859K 0.21%
15,308
-77
54
$858K 0.21%
14,268
-952
55
$763K 0.19%
48,500
-11,000
56
$755K 0.19%
6,048
-1,775
57
$726K 0.18%
13,023
-4,074
58
$725K 0.18%
5,139
-102
59
$664K 0.17%
11,665
-2,221
60
$651K 0.16%
7,921
-228
61
$618K 0.15%
3,245
-179
62
$608K 0.15%
13,730
-1,357
63
$547K 0.14%
8,086
-2,450
64
$531K 0.13%
3,465
65
$516K 0.13%
5,340
-445
66
$514K 0.13%
3,085
-40
67
$449K 0.11%
8,305
+4,824
68
$430K 0.11%
8,600
-1,650
69
$393K 0.1%
3,070
-140
70
$378K 0.09%
23,775
-450
71
$373K 0.09%
1,315
-339
72
$360K 0.09%
1,805
-117
73
$343K 0.09%
5,900
+160
74
$335K 0.08%
13,543
+297
75
$322K 0.08%
6,900
-100
1 2
3
4 5