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
$389M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.87M
3
+$964K
4
HON icon
Honeywell
HON
+$586K
5
JNJ icon
Johnson & Johnson
JNJ
+$570K

Top Sells

1
+$4.55M
2
+$2.97M
3
+$2.06M
4
GE icon
GE Aerospace
GE
+$363K
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$331K

Sector Composition

1 Financials 16.38%
2 Technology 15.8%
3 Healthcare 13.44%
4 Consumer Staples 9.11%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$606K 0.16%
4,133
-213
77
$572K 0.15%
1,940
78
$566K 0.15%
14,788
+2,167
79
$564K 0.15%
11,380
-600
80
$563K 0.14%
4,119
81
$521K 0.13%
12,280
82
$514K 0.13%
4,131
-145
83
$484K 0.12%
3,175
84
$470K 0.12%
12,036
-800
85
$464K 0.12%
2,779
-150
86
$463K 0.12%
3,745
+60
87
$452K 0.12%
4,615
+50
88
$449K 0.12%
17,050
-50
89
$446K 0.11%
8,568
90
$435K 0.11%
2,810
-100
91
$428K 0.11%
6,981
-202
92
$403K 0.1%
5,100
-40
93
$399K 0.1%
11,940
+1,710
94
$394K 0.1%
8,194
-100
95
$393K 0.1%
6,471
96
$389K 0.1%
5,575
97
$382K 0.1%
2,451
+100
98
$356K 0.09%
1,707
99
$356K 0.09%
2,017
+35
100
$355K 0.09%
1,892
2 3
4
5 6