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
$1.29B
AUM Growth
-$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$2.89M
3
+$2.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.3M
5
CL icon
Colgate-Palmolive
CL
+$1.42M

Top Sells

1
+$8.17M
2
+$1.98M
3
+$1.31M
4
DHR icon
Danaher
DHR
+$1.07M
5
AON icon
Aon
AON
+$946K

Sector Composition

1 Technology 29.39%
2 Financials 15.54%
3 Healthcare 12.63%
4 Consumer Discretionary 11.48%
5 Communication Services 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
51
Vanguard S&P 500 ETF
VOO
$783B
$1.18M 0.09%
2,300
-40
QQQ icon
52
Invesco QQQ Trust
QQQ
$402B
$1.12M 0.09%
2,393
MCD icon
53
McDonald's
MCD
$219B
$1.1M 0.09%
3,532
+1,910
MRK icon
54
Merck
MRK
$217B
$1.1M 0.09%
12,252
-1,341
PNC icon
55
PNC Financial Services
PNC
$71.7B
$1.03M 0.08%
5,862
-1,020
MCO icon
56
Moody's
MCO
$87.6B
$1M 0.08%
2,152
-4
VIG icon
57
Vanguard Dividend Appreciation ETF
VIG
$99.6B
$974K 0.08%
5,022
+60
UNP icon
58
Union Pacific
UNP
$129B
$896K 0.07%
3,792
+42
ROP icon
59
Roper Technologies
ROP
$49.1B
$844K 0.07%
1,432
-369
TSLA icon
60
Tesla
TSLA
$1.53T
$807K 0.06%
3,115
+496
SHW icon
61
Sherwin-Williams
SHW
$88.4B
$791K 0.06%
2,266
-20
IBM icon
62
IBM
IBM
$292B
$769K 0.06%
3,093
-206
ADP icon
63
Automatic Data Processing
ADP
$113B
$721K 0.06%
2,361
-39
RSP icon
64
Invesco S&P 500 Equal Weight ETF
RSP
$74.9B
$719K 0.06%
+4,151
ABBV icon
65
AbbVie
ABBV
$402B
$718K 0.06%
3,429
+1,092
ORCL icon
66
Oracle
ORCL
$801B
$697K 0.05%
4,986
-122
V icon
67
Visa
V
$673B
$679K 0.05%
1,938
+448
QUAL icon
68
iShares MSCI USA Quality Factor ETF
QUAL
$54.7B
$667K 0.05%
3,903
+2,610
CSCO icon
69
Cisco
CSCO
$287B
$662K 0.05%
10,730
-1,254
SBUX icon
70
Starbucks
SBUX
$97.1B
$605K 0.05%
6,168
-1,081
NEE icon
71
NextEra Energy
NEE
$172B
$602K 0.05%
8,492
-2,027
XLU icon
72
Utilities Select Sector SPDR Fund
XLU
$22.1B
$598K 0.05%
7,580
-59
IXUS icon
73
iShares Core MSCI Total International Stock ETF
IXUS
$51B
$581K 0.04%
8,329
+2,536
VZ icon
74
Verizon
VZ
$166B
$575K 0.04%
12,687
-102
WMT icon
75
Walmart
WMT
$823B
$568K 0.04%
6,473
+117
1 2
3
4 5