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
$829M
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$6.67M
3
+$5.61M
4
MSFT icon
Microsoft
MSFT
+$3.11M
5
HON icon
Honeywell
HON
+$3.09M

Top Sells

1
+$5.57M
2
+$2.15M
3
+$1.31M
4
COST icon
Costco
COST
+$583K
5
LLY icon
Eli Lilly
LLY
+$338K

Sector Composition

1 Technology 28.71%
2 Healthcare 16.6%
3 Financials 14.67%
4 Consumer Discretionary 13.24%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.13%
4,796
+152
52
$1.09M 0.13%
22,457
+2,139
53
$1.08M 0.13%
3,534
+741
54
$1.06M 0.13%
5,839
-194
55
$996K 0.12%
11,941
-330
56
$983K 0.12%
8,859
-572
57
$955K 0.12%
3,997
-289
58
$953K 0.12%
16,881
-254
59
$887K 0.11%
6,440
+160
60
$726K 0.09%
2,760
-38
61
$696K 0.08%
12,161
-2,487
62
$622K 0.08%
1,686
63
$619K 0.07%
1,730
-100
64
$615K 0.07%
9,117
+142
65
$598K 0.07%
10,960
+635
66
$596K 0.07%
4,515
-268
67
$587K 0.07%
27,550
-4,312
68
$578K 0.07%
114,520
+86,160
69
$559K 0.07%
2,337
+264
70
$558K 0.07%
5,474
-490
71
$529K 0.06%
6,432
-493
72
$507K 0.06%
2,566
-75
73
$506K 0.06%
1,134
+232
74
$504K 0.06%
1,323
+37
75
$447K 0.05%
665
-20
1 2
3
4 5