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
$510M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$5.01M
3
+$4.87M
4
META icon
Meta Platforms (Facebook)
META
+$4.08M
5
ECL icon
Ecolab
ECL
+$3.86M

Top Sells

1
+$4.88M
2
+$1.11M
3
+$746K
4
DHR icon
Danaher
DHR
+$731K
5
PLD icon
Prologis
PLD
+$630K

Sector Composition

1 Technology 27.3%
2 Healthcare 16.52%
3 Consumer Discretionary 13.11%
4 Financials 13%
5 Consumer Staples 11.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$950K 0.19%
5,149
-146
52
$933K 0.18%
6,266
-1,584
53
$903K 0.18%
13,216
-2,092
54
$898K 0.18%
5,033
-270
55
$848K 0.17%
34,500
-14,000
56
$833K 0.16%
36,496
-5,177
57
$814K 0.16%
4,815
-324
58
$786K 0.15%
13,084
-1,184
59
$721K 0.14%
+5,941
60
$720K 0.14%
7,717
-6,756
61
$703K 0.14%
7,713
-373
62
$693K 0.14%
+5,055
63
$667K 0.13%
3,465
64
$642K 0.13%
20,696
-9,361
65
$615K 0.12%
10,459
-2,564
66
$608K 0.12%
7,320
-601
67
$579K 0.11%
5,191
-149
68
$575K 0.11%
12,876
-854
69
$572K 0.11%
4,216
-1,832
70
$565K 0.11%
3,135
+50
71
$536K 0.11%
2,163
-1,082
72
$457K 0.09%
7,600
-1,000
73
$448K 0.09%
6,320
+420
74
$445K 0.09%
12,505
+4,875
75
$417K 0.08%
1,727
-78
1 2
3
4 5