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
$308M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$4.19M
3
+$1.43M
4
SLB icon
SLB Ltd
SLB
+$1.11M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$838K

Top Sells

1
+$1.13M
2
+$546K
3
+$332K
4
COR icon
Cencora
COR
+$275K
5
EEP
Enbridge Energy Partners
EEP
+$240K

Sector Composition

1 Healthcare 16.78%
2 Technology 12.72%
3 Financials 11.16%
4 Energy 9.09%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$545K 0.18%
8,550
+700
77
$528K 0.17%
60,600
-1,600
78
$517K 0.17%
5,566
+299
79
$511K 0.17%
8,089
+3,673
80
$492K 0.16%
7,344
+900
81
$478K 0.16%
50,675
-3,000
82
$472K 0.15%
3,727
83
$462K 0.15%
4,375
84
$434K 0.14%
8,825
+150
85
$431K 0.14%
7,996
+1,000
86
$426K 0.14%
4,614
-75
87
$424K 0.14%
3,415
+190
88
$419K 0.14%
7,000
89
$403K 0.13%
3,366
-175
90
$387K 0.13%
3,323
91
$373K 0.12%
8,568
92
$372K 0.12%
5,347
-984
93
$371K 0.12%
13,428
94
$371K 0.12%
7,571
+105
95
$356K 0.12%
8,500
96
$356K 0.12%
11,656
-1,540
97
$351K 0.11%
6,844
+1,205
98
$349K 0.11%
6,400
-1,400
99
$343K 0.11%
10,805
+2,475
100
$321K 0.1%
2,889
+315
1 2 3
4
5