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
$1.36B
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$2.34M
3
+$2.14M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.59M
5
AMZN icon
Amazon
AMZN
+$1.37M

Top Sells

1
+$1.47M
2
+$883K
3
+$734K
4
META icon
Meta Platforms (Facebook)
META
+$622K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$444K

Sector Composition

1 Technology 31.66%
2 Financials 14.81%
3 Consumer Discretionary 11.73%
4 Healthcare 11.42%
5 Communication Services 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.1%
6,882
+499
52
$1.31M 0.1%
26,072
+548
53
$1.26M 0.09%
2,340
+1,035
54
$1.22M 0.09%
2,393
+573
55
$1.06M 0.08%
2,619
-290
56
$1.02M 0.08%
2,156
-26
57
$972K 0.07%
4,962
+48
58
$946K 0.07%
2,634
-10
59
$936K 0.07%
1,801
-194
60
$855K 0.06%
3,750
-124
61
$851K 0.06%
5,108
+615
62
$777K 0.06%
2,286
-122
63
$754K 0.06%
10,519
+274
64
$725K 0.05%
3,299
-298
65
$709K 0.05%
11,984
+170
66
$703K 0.05%
2,400
-296
67
$661K 0.05%
7,249
-16
68
$653K 0.05%
6,124
+1,438
69
$596K 0.04%
11,423
-353
70
$578K 0.04%
7,639
+113
71
$574K 0.04%
6,356
+19
72
$564K 0.04%
9,051
+105
73
$547K 0.04%
3,560
+75
74
$511K 0.04%
12,789
-1,943
75
$496K 0.04%
14,028
1 2
3
4 5