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
$918M
AUM Growth
+$99.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$2.62M
3
+$1.19M
4
AMZN icon
Amazon
AMZN
+$1.08M
5
MSFT icon
Microsoft
MSFT
+$897K

Top Sells

1
+$6.37M
2
+$2.2M
3
+$1.87M
4
DHR icon
Danaher
DHR
+$987K
5
SBUX icon
Starbucks
SBUX
+$975K

Sector Composition

1 Technology 33.49%
2 Healthcare 14.46%
3 Financials 14.16%
4 Consumer Discretionary 11.26%
5 Communication Services 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$958K 0.1%
2,150
-24
52
$865K 0.09%
11,658
-261
53
$858K 0.09%
5,283
+493
54
$855K 0.09%
4,179
+26
55
$715K 0.08%
13,818
-1,737
56
$705K 0.08%
2,654
-54
57
$680K 0.07%
6,370
+293
58
$659K 0.07%
1,619
+908
59
$658K 0.07%
2,513
-607
60
$639K 0.07%
2,907
-76
61
$626K 0.07%
2,099
-77
62
$625K 0.07%
1,691
63
$606K 0.07%
1,239
-689
64
$599K 0.07%
9,947
-798
65
$544K 0.06%
6,233
-498
66
$531K 0.06%
8,118
+636
67
$467K 0.05%
5,234
-68
68
$454K 0.05%
3,811
+354
69
$433K 0.05%
1,246
70
$405K 0.04%
4,142
71
$394K 0.04%
17,072
+1,238
72
$390K 0.04%
4,661
+275
73
$379K 0.04%
3,089
-111
74
$365K 0.04%
1,621
-60
75
$358K 0.04%
5,598
-150
1 2
3
4 5