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
$788M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.23M
3
+$798K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$757K
5
UNH icon
UnitedHealth
UNH
+$515K

Top Sells

1
+$12.1M
2
+$1.8M
3
+$483K
4
COST icon
Costco
COST
+$436K
5
LLY icon
Eli Lilly
LLY
+$352K

Sector Composition

1 Technology 29.47%
2 Healthcare 16.4%
3 Financials 15.21%
4 Consumer Discretionary 13.19%
5 Communication Services 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$988K 0.13%
5,839
52
$960K 0.12%
22,310
-147
53
$951K 0.12%
7,376
54
$940K 0.12%
4,796
55
$933K 0.12%
11,881
-60
56
$929K 0.12%
3,852
-145
57
$858K 0.11%
6,420
-20
58
$849K 0.11%
15,589
-1,292
59
$736K 0.09%
1,715
+581
60
$718K 0.09%
2,723
-37
61
$701K 0.09%
6,908
+1,434
62
$638K 0.08%
12,161
63
$632K 0.08%
1,766
+80
64
$610K 0.08%
2,361
+24
65
$567K 0.07%
10,785
-175
66
$567K 0.07%
27,380
-87,140
67
$561K 0.07%
27,499
-51
68
$552K 0.07%
1,599
-131
69
$543K 0.07%
4,330
-185
70
$539K 0.07%
9,117
71
$483K 0.06%
5,889
-543
72
$470K 0.06%
1,323
73
$461K 0.06%
2,491
-75
74
$414K 0.05%
665
75
$379K 0.05%
13,976
-1,406
1 2
3
4 5