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
$339M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2M
3
+$1.68M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.58M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.29M

Top Sells

1
+$5.59M
2
+$1.97M
3
+$789K
4
APD icon
Air Products & Chemicals
APD
+$665K
5
SUI icon
Sun Communities
SUI
+$578K

Sector Composition

1 Healthcare 14.65%
2 Technology 14.21%
3 Financials 13.8%
4 Consumer Staples 9.16%
5 Energy 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$568K 0.17%
7,125
-1,005
77
$565K 0.17%
7,034
-250
78
$520K 0.15%
27,383
-2,450
79
$519K 0.15%
3,165
-390
80
$491K 0.15%
4,276
-99
81
$487K 0.14%
3,727
82
$482K 0.14%
60,600
83
$476K 0.14%
45,175
-2,500
84
$463K 0.14%
3,367
-48
85
$457K 0.14%
+10,760
86
$446K 0.13%
4,314
87
$440K 0.13%
9,920
+140
88
$434K 0.13%
10,784
+50
89
$431K 0.13%
5,685
+395
90
$429K 0.13%
7,888
-125
91
$424K 0.13%
7,000
92
$401K 0.12%
8,568
93
$398K 0.12%
3,007
-59
94
$398K 0.12%
12,388
+400
95
$386K 0.11%
2,935
-88
96
$382K 0.11%
6,375
-25
97
$376K 0.11%
11,130
-866
98
$374K 0.11%
7,519
+100
99
$371K 0.11%
12,129
-4,138
100
$366K 0.11%
3,085
-755
2 3
4
5 6