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
$275M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$3.06M
3
+$1.56M
4
CVS icon
CVS Health
CVS
+$1.22M
5
COR icon
Cencora
COR
+$918K

Top Sells

1
+$4.77M
2
+$1.76M
3
+$1.24M
4
PBCT
People's United Financial Inc
PBCT
+$476K
5
SUSQ
SUSQUEHANNA BANCSHARES INC
SUSQ
+$420K

Sector Composition

1 Energy 15.13%
2 Financials 12.9%
3 Healthcare 12.71%
4 Technology 11.96%
5 Industrials 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$531K 0.19%
10,285
77
$506K 0.18%
5,000
78
$468K 0.17%
12,600
+1,000
79
$447K 0.16%
6,730
80
$438K 0.16%
5,114
-104
81
$436K 0.16%
45,650
+1,500
82
$436K 0.16%
3,984
83
$424K 0.15%
10,824
84
$419K 0.15%
46,500
-2,000
85
$416K 0.15%
7,430
+260
86
$400K 0.15%
12,935
-50
87
$376K 0.14%
2,940
+540
88
$375K 0.14%
7,723
-200
89
$364K 0.13%
3,613
90
$353K 0.13%
18,100
91
$341K 0.12%
25,900
92
$336K 0.12%
10,800
-700
93
$329K 0.12%
8,100
+100
94
$328K 0.12%
8,766
95
$328K 0.12%
7,000
96
$326K 0.12%
2,747
-500
97
$321K 0.12%
2,418
+40
98
$315K 0.11%
3,920
-945
99
$315K 0.11%
3,675
-150
100
$315K 0.11%
6,944
-75
2 3
4
5 6