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
$916M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$3M
3
+$2.59M
4
UNH icon
UnitedHealth
UNH
+$2.39M
5
ACN icon
Accenture
ACN
+$2.1M

Top Sells

1
+$1.66M
2
+$932K
3
+$793K
4
MKC icon
McCormick & Company Non-Voting
MKC
+$746K
5
SBUX icon
Starbucks
SBUX
+$665K

Sector Composition

1 Technology 31.56%
2 Healthcare 16.14%
3 Financials 14.36%
4 Consumer Discretionary 12.46%
5 Communication Services 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.13%
4,561
-235
52
$1.11M 0.12%
2,346
+631
53
$1.02M 0.11%
10,967
-914
54
$944K 0.1%
14,901
-688
55
$891K 0.1%
2,529
+168
56
$888K 0.1%
7,756
-1,503
57
$863K 0.09%
5,571
-268
58
$855K 0.09%
3,190
-662
59
$840K 0.09%
5,800
-620
60
$837K 0.09%
3,394
-3,217
61
$828K 0.09%
4,527
-2,849
62
$662K 0.07%
11,176
-985
63
$648K 0.07%
3,850
-480
64
$639K 0.07%
1,606
-160
65
$605K 0.07%
10,685
-100
66
$522K 0.06%
1,469
-130
67
$511K 0.06%
1,309
-14
68
$502K 0.05%
4,695
+1,300
69
$495K 0.05%
26,628
-871
70
$481K 0.05%
7,717
-1,400
71
$481K 0.05%
4,100
-2,808
72
$458K 0.05%
3,935
+1,876
73
$455K 0.05%
2,166
-325
74
$438K 0.05%
665
75
$434K 0.05%
16,118
+2,142
1 2
3
4 5