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MCM

Maple Capital Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 23.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
-$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$12M
3
+$2.47M
4
MSCI icon
MSCI
MSCI
+$792K
5
AMZN icon
Amazon
AMZN
+$481K

Top Sells

1
+$9.2M
2
+$7.89M
3
+$7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.96M
5
HD icon
Home Depot
HD
+$3.91M

Sector Composition

1 Technology 33.21%
2 Communication Services 12.89%
3 Financials 12.72%
4 Consumer Discretionary 10.81%
5 Healthcare 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHD icon
76
Schwab US Dividend Equity ETF
SCHD
$96.5B
$473K 0.03%
15,422
-3,441
DGX icon
77
Quest Diagnostics
DGX
$22.5B
$453K 0.03%
2,313
-757
LOW icon
78
Lowe's Companies
LOW
$124B
$453K 0.03%
1,917
-87
ACWX icon
79
iShares MSCI ACWI ex US ETF
ACWX
$11.6B
$449K 0.03%
6,558
-480
IJS icon
80
iShares S&P Small-Cap 600 Value ETF
IJS
$8.13B
$438K 0.03%
3,695
IWB icon
81
iShares Russell 1000 ETF
IWB
$48B
$423K 0.03%
1,187
-75
WM icon
82
Waste Management
WM
$88.1B
$410K 0.03%
1,783
EW icon
83
Edwards Lifesciences
EW
$48.8B
$399K 0.03%
4,980
+1,130
WMT icon
84
Walmart Inc
WMT
$958B
$398K 0.03%
3,205
-411
WEC icon
85
WEC Energy
WEC
$36.8B
$390K 0.03%
3,367
MUB icon
86
iShares National Muni Bond ETF
MUB
$45.2B
$382K 0.03%
3,597
-190
PM icon
87
Philip Morris
PM
$286B
$380K 0.03%
2,297
-457
VZ icon
88
Verizon
VZ
$201B
$380K 0.03%
7,561
-1,268
ADP icon
89
Automatic Data Processing
ADP
$90.5B
$376K 0.03%
1,851
-413
MDT icon
90
Medtronic
MDT
$103B
$357K 0.02%
4,116
-491
GEV icon
91
GE Vernova
GEV
$252B
$347K 0.02%
398
+42
VUG icon
92
Vanguard Growth ETF
VUG
$221B
$315K 0.02%
4,326
CWT icon
93
California Water Service
CWT
$2.74B
$302K 0.02%
6,667
TT icon
94
Trane Technologies
TT
$101B
$302K 0.02%
724
-10
IEFA icon
95
iShares Core MSCI EAFE ETF
IEFA
$186B
$279K 0.02%
3,081
+56
QCOM icon
96
Qualcomm
QCOM
$224B
$275K 0.02%
2,137
-519
TMO icon
97
Thermo Fisher Scientific
TMO
$174B
$272K 0.02%
554
ROK icon
98
Rockwell Automation
ROK
$51.1B
$270K 0.02%
753
CF icon
99
CF Industries
CF
$16.8B
$266K 0.02%
+2,051
IDXX icon
100
Idexx Laboratories
IDXX
$44.1B
$264K 0.02%
469
-64
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4
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