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
$288M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1 +$4.68M
2 +$2.81M
3 +$2.57M
4
DD icon
DuPont de Nemours
DD
+$2.54M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.9M

Top Sells

1 +$3.39M
2 +$2.99M
3 +$2.49M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$678K
5
LPT
Liberty Property Trust
LPT
+$601K

Sector Composition

1 Healthcare 14.52%
2 Financials 12.72%
3 Industrials 12.35%
4 Technology 12.15%
5 Energy 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$569K 0.2%
63,900
+14,300
77
$536K 0.19%
4,650
-180
78
$531K 0.18%
5,065
+51
79
$504K 0.18%
5,319
-345
80
$494K 0.17%
26,800
-162,300
81
$486K 0.17%
7,578
+2,305
82
$457K 0.16%
+2,252
83
$447K 0.16%
2,913
-1,438
84
$438K 0.15%
6,793
-119
85
$438K 0.15%
7,430
86
$420K 0.15%
7,415
+1,225
87
$412K 0.14%
4,000
-1,000
88
$410K 0.14%
13,117
+1,400
89
$403K 0.14%
12,232
+1,160
90
$400K 0.14%
4,116
-75
91
$391K 0.14%
19,400
+4,750
92
$366K 0.13%
2,939
+192
93
$355K 0.12%
3,850
94
$353K 0.12%
837
-163
95
$353K 0.12%
2,329
96
$350K 0.12%
8,080
-100
97
$347K 0.12%
7,000
98
$340K 0.12%
10,630
-170
99
$323K 0.11%
7,293
+99
100
$321K 0.11%
2,823
+157