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
$877M
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.52M
3
+$1.52M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.27M
5
META icon
Meta Platforms (Facebook)
META
+$724K

Top Sells

1
+$12M
2
+$5.38M
3
+$3.31M
4
PNC icon
PNC Financial Services
PNC
+$2.44M
5
LLY icon
Eli Lilly
LLY
+$1.95M

Sector Composition

1 Technology 31.32%
2 Healthcare 15.24%
3 Financials 14.2%
4 Consumer Discretionary 11.19%
5 Communication Services 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$917K 0.1%
27,652
+486
52
$897K 0.1%
27,671
-166,103
53
$838K 0.1%
4,115
-64
54
$787K 0.09%
5,062
-221
55
$760K 0.09%
14,141
+323
56
$710K 0.08%
2,246
+1,000
57
$701K 0.08%
1,957
+266
58
$682K 0.08%
2,833
-74
59
$660K 0.08%
2,589
-65
60
$654K 0.07%
11,416
-242
61
$629K 0.07%
2,513
62
$628K 0.07%
6,122
-248
63
$593K 0.07%
10,587
+640
64
$549K 0.06%
1,077
-162
65
$487K 0.06%
8,261
+143
66
$485K 0.06%
1,842
-257
67
$470K 0.05%
6,220
-13
68
$446K 0.05%
5,501
+267
69
$435K 0.05%
19,666
+2,594
70
$429K 0.05%
1,091
-528
71
$424K 0.05%
3,819
+8
72
$384K 0.04%
7,203
+555
73
$377K 0.04%
4,000
-142
74
$365K 0.04%
6,290
+692
75
$349K 0.04%
3,113
+24
1 2
3
4