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
$1.23B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$10.9M
3
+$6.22M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$3.52M
5
CVX icon
Chevron
CVX
+$2.65M

Top Sells

1
+$11.8M
2
+$7.56M
3
+$5.41M
4
AMAT icon
Applied Materials
AMAT
+$969K
5
STZ icon
Constellation Brands
STZ
+$684K

Sector Composition

1 Technology 32.68%
2 Financials 13.29%
3 Healthcare 12.78%
4 Consumer Discretionary 11.04%
5 Communication Services 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.08%
5,722
+987
52
$998K 0.08%
2,082
-3
53
$928K 0.08%
2,205
54
$894K 0.07%
3,950
-11
55
$782K 0.06%
+2,662
56
$761K 0.06%
2,549
-25
57
$741K 0.06%
10,469
-364
58
$711K 0.06%
18,370
+11,008
59
$694K 0.06%
3,485
+39
60
$664K 0.05%
8,528
-4,421
61
$655K 0.05%
3,786
-477
62
$644K 0.05%
2,697
-63
63
$628K 0.05%
15,228
-561
64
$616K 0.05%
4,364
+585
65
$612K 0.05%
9,615
-88
66
$611K 0.05%
11,496
+2,841
67
$598K 0.05%
12,592
-993
68
$595K 0.05%
+2,730
69
$586K 0.05%
2,963
+93
70
$561K 0.05%
1,122
-69
71
$560K 0.05%
7,704
+4,848
72
$558K 0.05%
19,952
-1,991
73
$531K 0.04%
2,084
+192
74
$530K 0.04%
7,781
-284
75
$522K 0.04%
5,257
+309
1 2
3
4 5