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
$759M
AUM Growth
-$92.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$6.63M
3
+$6.33M
4
META icon
Meta Platforms (Facebook)
META
+$4.31M
5
MSFT icon
Microsoft
MSFT
+$3.24M

Top Sells

1
+$9.33M
2
+$3.17M
3
+$781K
4
MDT icon
Medtronic
MDT
+$619K
5
DHR icon
Danaher
DHR
+$615K

Sector Composition

1 Technology 29.75%
2 Healthcare 18.72%
3 Financials 14.77%
4 Consumer Discretionary 10.59%
5 Communication Services 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$837K 0.11%
2,219
+258
52
$822K 0.11%
7,540
+1,620
53
$768K 0.1%
9,919
-141
54
$740K 0.1%
17,343
+2,312
55
$737K 0.1%
1,714
+46
56
$729K 0.1%
5,034
+1,463
57
$705K 0.09%
7,634
+445
58
$678K 0.09%
+23,238
59
$676K 0.09%
10,738
-833
60
$651K 0.09%
2,636
-295
61
$640K 0.08%
3,045
-30
62
$632K 0.08%
2,824
-106
63
$595K 0.08%
2,649
-27
64
$579K 0.08%
5,448
+501
65
$517K 0.07%
5,473
-383
66
$498K 0.07%
3,898
-141
67
$477K 0.06%
5,569
+81
68
$474K 0.06%
1,691
69
$470K 0.06%
6,103
-100
70
$450K 0.06%
5,861
+1,105
71
$429K 0.06%
17,904
-1,306
72
$411K 0.05%
3,496
-268
73
$393K 0.05%
4,691
-161
74
$370K 0.05%
17,650
-7,517
75
$346K 0.05%
7,650
-2,435
1 2
3
4 5