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
$405M
AUM Growth
+$3.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$3.23M
3
+$3.09M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.21M
5
UNH icon
UnitedHealth
UNH
+$1.02M

Top Sells

1
+$6.25M
2
+$4.39M
3
+$2.69M
4
AGN
Allergan plc
AGN
+$2.49M
5
GE icon
GE Aerospace
GE
+$1.2M

Sector Composition

1 Technology 17.14%
2 Financials 16.05%
3 Healthcare 15.45%
4 Consumer Staples 8.13%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$576K 0.14%
23,275
+3,375
77
$558K 0.14%
7,136
+900
78
$553K 0.14%
3,221
+305
79
$543K 0.13%
3,999
-45
80
$536K 0.13%
6,588
-1,750
81
$525K 0.13%
3,110
-100
82
$508K 0.13%
12,168
83
$498K 0.12%
4,100
84
$484K 0.12%
6,099
85
$483K 0.12%
6,141
-239
86
$455K 0.11%
11,241
-8,621
87
$448K 0.11%
1,918
-410
88
$443K 0.11%
4,435
-975
89
$442K 0.11%
6,471
90
$439K 0.11%
11,270
+220
91
$431K 0.11%
5,100
92
$424K 0.1%
8,000
-568
93
$386K 0.1%
6,981
94
$384K 0.09%
2,667
-53
95
$382K 0.09%
5,525
+50
96
$380K 0.09%
2,741
97
$373K 0.09%
3,145
-540
98
$365K 0.09%
13,180
99
$335K 0.08%
1,736
-54
100
$314K 0.08%
8,930
-1,850
2 3
4
5 6