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
$793M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$7.02M
3
+$4M
4
COST icon
Costco
COST
+$1.49M
5
HON icon
Honeywell
HON
+$1.29M

Top Sells

1
+$10.1M
2
+$7.75M
3
+$7.14M
4
DD icon
DuPont de Nemours
DD
+$6.24M
5
ROP icon
Roper Technologies
ROP
+$475K

Sector Composition

1 Technology 30%
2 Healthcare 16.25%
3 Financials 15.72%
4 Consumer Discretionary 11.41%
5 Consumer Staples 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$834K 0.11%
10,211
+292
52
$810K 0.1%
8,112
+478
53
$792K 0.1%
21,428
-1,810
54
$757K 0.1%
3,029
-16
55
$730K 0.09%
8,824
-3,161
56
$721K 0.09%
16,106
-1,237
57
$653K 0.08%
6,820
-720
58
$651K 0.08%
2,783
-41
59
$644K 0.08%
10,598
-140
60
$639K 0.08%
2,347
-289
61
$595K 0.08%
5,526
-43
62
$546K 0.07%
5,282
-166
63
$525K 0.07%
2,751
+102
64
$496K 0.06%
5,256
-217
65
$483K 0.06%
1,691
66
$464K 0.06%
6,075
-28
67
$442K 0.06%
3,655
-243
68
$393K 0.05%
5,238
-623
69
$388K 0.05%
4,417
-274
70
$370K 0.05%
7,400
-250
71
$370K 0.05%
3,290
-206
72
$367K 0.05%
5,450
+1,582
73
$366K 0.05%
1,246
-19
74
$360K 0.05%
4,346
-93,562
75
$356K 0.04%
18,667
+1,017
1 2
3
4