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
$1.46B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$6.43M
3
+$4.12M
4
NVDA icon
NVIDIA
NVDA
+$3.68M
5
MSFT icon
Microsoft
MSFT
+$3.27M

Top Sells

1
+$2.19M
2
+$1.79M
3
+$1.41M
4
LMT icon
Lockheed Martin
LMT
+$1.01M
5
UNH icon
UnitedHealth
UNH
+$764K

Sector Composition

1 Technology 32.15%
2 Financials 15.09%
3 Communication Services 11.65%
4 Consumer Discretionary 11.55%
5 Healthcare 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
51
Vanguard S&P 500 ETF
VOO
$822B
$1.27M 0.09%
2,231
-69
QQQ icon
52
Invesco QQQ Trust
QQQ
$400B
$1.26M 0.09%
2,285
-108
ORCL icon
53
Oracle
ORCL
$542B
$1.1M 0.08%
5,052
+66
IXUS icon
54
iShares Core MSCI Total International Stock ETF
IXUS
$51.5B
$1.08M 0.07%
13,993
+5,664
MCO icon
55
Moody's
MCO
$86.8B
$1.08M 0.07%
2,152
TSLA icon
56
Tesla
TSLA
$1.53T
$1.03M 0.07%
3,257
+142
VIG icon
57
Vanguard Dividend Appreciation ETF
VIG
$102B
$1.01M 0.07%
4,958
-64
MCD icon
58
McDonald's
MCD
$226B
$984K 0.07%
3,369
-163
PNC icon
59
PNC Financial Services
PNC
$82.6B
$979K 0.07%
5,249
-613
IBM icon
60
IBM
IBM
$289B
$909K 0.06%
3,083
-10
PEP icon
61
PepsiCo
PEP
$206B
$907K 0.06%
6,871
-3,867
UNP icon
62
Union Pacific
UNP
$142B
$840K 0.06%
3,653
-139
MRK icon
63
Merck
MRK
$249B
$818K 0.06%
10,339
-1,913
SHW icon
64
Sherwin-Williams
SHW
$81.5B
$739K 0.05%
2,152
-114
ABBV icon
65
AbbVie
ABBV
$395B
$728K 0.05%
3,922
+493
ADP icon
66
Automatic Data Processing
ADP
$108B
$727K 0.05%
2,357
-4
WMT icon
67
Walmart Inc. Common Stock
WMT
$930B
$656K 0.04%
6,707
+234
QUAL icon
68
iShares MSCI USA Quality Factor ETF
QUAL
$48.3B
$648K 0.04%
3,543
-360
KO icon
69
Coca-Cola
KO
$303B
$641K 0.04%
9,061
+1,197
V icon
70
Visa
V
$671B
$630K 0.04%
1,774
-164
CSCO icon
71
Cisco
CSCO
$307B
$613K 0.04%
8,834
-1,896
ACWX icon
72
iShares MSCI ACWI ex US ETF
ACWX
$7.44B
$611K 0.04%
10,031
+276
ROP icon
73
Roper Technologies
ROP
$48B
$584K 0.04%
1,031
-401
NEE icon
74
NextEra Energy
NEE
$170B
$533K 0.04%
7,671
-821
XLU icon
75
State Street Utilities Select Sector SPDR ETF
XLU
$10.5B
$531K 0.04%
6,500
-1,080
1 2
3
4 5