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
$755M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$3.51M
3
+$3.07M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$558K
5
HON icon
Honeywell
HON
+$486K

Top Sells

1
+$13.3M
2
+$6.59M
3
+$4.13M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.93M
5
LLY icon
Eli Lilly
LLY
+$603K

Sector Composition

1 Technology 28.9%
2 Healthcare 17.46%
3 Financials 16.19%
4 Consumer Discretionary 11.19%
5 Consumer Staples 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$848K 0.11%
10,148
-63
52
$821K 0.11%
5,405
-19,287
53
$777K 0.1%
16,302
+196
54
$748K 0.1%
21,428
55
$730K 0.1%
3,058
+29
56
$690K 0.09%
10,848
+250
57
$670K 0.09%
8,088
-736
58
$646K 0.09%
2,720
-63
59
$638K 0.08%
7,227
+407
60
$613K 0.08%
2,325
-22
61
$519K 0.07%
5,180
-2,632
62
$496K 0.07%
4,700
-582
63
$467K 0.06%
5,376
+120
64
$457K 0.06%
5,362
-164
65
$450K 0.06%
1,691
66
$447K 0.06%
6,334
+884
67
$445K 0.06%
6,180
+105
68
$391K 0.05%
3,556
-99
69
$375K 0.05%
3,326
+36
70
$360K 0.05%
4,776
-462
71
$357K 0.05%
2,898
+147
72
$354K 0.05%
19,254
+587
73
$351K 0.05%
4,142
-275
74
$349K 0.05%
1,253
+7
75
$342K 0.05%
14,966
+388
1 2
3
4 5