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
$273M
AUM Growth
+$2.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$2.77M
3
+$2.54M
4
VZ icon
Verizon
VZ
+$873K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$551K

Top Sells

1
+$726K
2
+$714K
3
+$685K
4
BCE icon
BCE
BCE
+$528K
5
TJX icon
TJX Companies
TJX
+$382K

Sector Composition

1 Healthcare 18.21%
2 Technology 12.47%
3 Financials 10.21%
4 Consumer Staples 9.89%
5 Energy 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$457K 0.17%
7,000
77
$455K 0.17%
3,560
-44
78
$452K 0.17%
4,375
+131
79
$430K 0.16%
6,331
80
$430K 0.16%
13,196
+924
81
$418K 0.15%
8,675
-375
82
$418K 0.15%
6,444
-1,041
83
$407K 0.15%
7,800
-2,342
84
$400K 0.15%
+3,727
85
$398K 0.15%
3,323
-75
86
$393K 0.14%
13,428
87
$379K 0.14%
7,466
88
$371K 0.14%
3,225
+55
89
$369K 0.13%
3,541
-75
90
$360K 0.13%
8,568
91
$326K 0.12%
2,248
-306
92
$318K 0.12%
8,800
-600
93
$304K 0.11%
+8,500
94
$304K 0.11%
15,025
-2,475
95
$303K 0.11%
2,230
+184
96
$303K 0.11%
5,700
-700
97
$302K 0.11%
5,639
-683
98
$300K 0.11%
4,416
-561
99
$285K 0.1%
2,574
-22
100
$278K 0.1%
+12,489
1 2 3
4
5