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
$818M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$2.71M
3
+$1.63M
4
NVDA icon
NVIDIA
NVDA
+$1.57M
5
AMZN icon
Amazon
AMZN
+$1.41M

Top Sells

1
+$4.38M
2
+$2.95M
3
+$2.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.22M
5
IBM icon
IBM
IBM
+$1.65M

Sector Composition

1 Technology 32.58%
2 Financials 15.09%
3 Healthcare 14.35%
4 Consumer Discretionary 11.12%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$836K 0.1%
4,153
-71
52
$813K 0.1%
15,555
-747
53
$754K 0.09%
7,268
+41
54
$743K 0.09%
1,928
-1,367
55
$738K 0.09%
4,790
-615
56
$667K 0.08%
10,745
-103
57
$664K 0.08%
2,983
-75
58
$655K 0.08%
6,077
+1,377
59
$647K 0.08%
3,120
+222
60
$609K 0.07%
2,708
-12
61
$608K 0.07%
2,176
-149
62
$560K 0.07%
6,731
-1,357
63
$543K 0.07%
1,691
64
$531K 0.06%
5,302
-74
65
$529K 0.06%
21,428
66
$506K 0.06%
7,482
+1,148
67
$441K 0.05%
3,457
-99
68
$399K 0.05%
3,200
-126
69
$398K 0.05%
5,748
-432
70
$385K 0.05%
4,386
-794
71
$381K 0.05%
1,246
-7
72
$378K 0.05%
19,654
+400
73
$375K 0.05%
4,142
74
$371K 0.05%
15,834
+868
75
$341K 0.04%
3,646
+146
1 2
3
4 5