MCM

Maple Capital Management Portfolio holdings

AUM $1.52B
1-Year Est. Return 19.89%
This Quarter Est. Return
1 Year Est. Return
+19.89%
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
51
$1.18M 0.09%
2,300
-40
52
$1.12M 0.09%
2,393
53
$1.1M 0.09%
3,532
+1,910
54
$1.1M 0.09%
12,252
-1,341
55
$1.03M 0.08%
5,862
-1,020
56
$1M 0.08%
2,152
-4
57
$974K 0.08%
5,022
+60
58
$896K 0.07%
3,792
+42
59
$844K 0.07%
1,432
-369
60
$807K 0.06%
3,115
+496
61
$791K 0.06%
2,266
-20
62
$769K 0.06%
3,093
-206
63
$721K 0.06%
2,361
-39
64
$719K 0.06%
+4,151
65
$718K 0.06%
3,429
+1,092
66
$697K 0.05%
4,986
-122
67
$679K 0.05%
1,938
+448
68
$667K 0.05%
3,903
+2,610
69
$662K 0.05%
10,730
-1,254
70
$605K 0.05%
6,168
-1,081
71
$602K 0.05%
8,492
-2,027
72
$598K 0.05%
7,580
-59
73
$581K 0.04%
8,329
+2,536
74
$575K 0.04%
12,687
-102
75
$568K 0.04%
6,473
+117
1 2
3
4 5