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
$227M
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.27M
3
+$1.04M
4
CBU icon
Community Bank
CBU
+$609K
5
EXXI
ENERGY XXI LTD COM SHS
EXXI
+$464K

Top Sells

1
+$4.17M
2
+$2.92M
3
+$2.58M
4
GEN icon
Gen Digital
GEN
+$2.45M
5
EMR icon
Emerson Electric
EMR
+$1.62M

Sector Composition

1 Energy 15.53%
2 Healthcare 13.3%
3 Financials 12%
4 Technology 11.19%
5 Industrials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$524K 0.23%
36,431
77
$511K 0.23%
3
78
$478K 0.21%
4,894
-718
79
$471K 0.21%
7,280
-25,104
80
$451K 0.2%
10,960
-2,002
81
$432K 0.19%
5,017
82
$408K 0.18%
4,245
+580
83
$379K 0.17%
4,715
84
$374K 0.16%
8,087
85
$372K 0.16%
12,000
86
$370K 0.16%
3,984
+279
87
$365K 0.16%
44,150
88
$361K 0.16%
18,100
-1,000
89
$358K 0.16%
7,170
90
$346K 0.15%
5,366
+293
91
$346K 0.15%
3,247
92
$345K 0.15%
11,300
+600
93
$301K 0.13%
13,113
+2,150
94
$301K 0.13%
+37,000
95
$287K 0.13%
7,144
96
$286K 0.13%
2,378
+29
97
$283K 0.12%
7,000
98
$282K 0.12%
2,200
99
$278K 0.12%
8,000
100
$270K 0.12%
1,600
2 3
4
5 6