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
$401M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$6.83M
3
+$6.5M
4
UNH icon
UnitedHealth
UNH
+$5.48M
5
TXN icon
Texas Instruments
TXN
+$3.53M

Top Sells

1
+$5.42M
2
+$3.03M
3
+$2.14M
4
GE icon
GE Aerospace
GE
+$1.62M
5
RTX icon
RTX Corp
RTX
+$1.16M

Sector Composition

1 Technology 16.88%
2 Financials 16.84%
3 Healthcare 15.47%
4 Consumer Staples 8.37%
5 Communication Services 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$586K 0.15%
5,835
-50
77
$579K 0.14%
1,767
-173
78
$577K 0.14%
24,334
+500
79
$544K 0.14%
6,099
-245
80
$531K 0.13%
5,410
+795
81
$529K 0.13%
4,044
-75
82
$517K 0.13%
3,210
+400
83
$509K 0.13%
19,900
+2,850
84
$505K 0.13%
6,380
-14,612
85
$497K 0.12%
12,168
+132
86
$492K 0.12%
2,328
+621
87
$492K 0.12%
4,100
-31
88
$489K 0.12%
+6,236
89
$467K 0.12%
2,916
+465
90
$464K 0.12%
3,685
-60
91
$442K 0.11%
6,981
92
$442K 0.11%
8,568
93
$440K 0.11%
5,100
94
$429K 0.11%
2,741
-38
95
$415K 0.1%
11,050
+2,195
96
$408K 0.1%
2,150
+500
97
$407K 0.1%
12,230
+290
98
$403K 0.1%
10,780
-600
99
$388K 0.1%
6,471
100
$386K 0.1%
1,790
-102
2 3
4
5 6