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
-$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$2.7M
3
+$2.65M
4
MPC icon
Marathon Petroleum
MPC
+$1.37M
5
ABT icon
Abbott
ABT
+$867K

Top Sells

1
+$11.1M
2
+$1.65M
3
+$939K
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$764K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$588K

Sector Composition

1 Healthcare 17.92%
2 Technology 17.17%
3 Financials 15.28%
4 Consumer Staples 10.78%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$499K 0.13%
4,496
+396
77
$487K 0.13%
3,110
78
$473K 0.12%
2,954
-450
79
$456K 0.12%
7,825
-1,000
80
$419K 0.11%
4,707
-581
81
$415K 0.11%
5,100
82
$405K 0.1%
6,471
83
$399K 0.1%
3,435
-200
84
$391K 0.1%
+27,000
85
$372K 0.1%
8,000
86
$371K 0.1%
13,089
-11,675
87
$370K 0.1%
9,362
-1,366
88
$362K 0.09%
10,885
+190
89
$349K 0.09%
6,721
-250
90
$339K 0.09%
2,394
-273
91
$338K 0.09%
7,925
-225
92
$337K 0.09%
+1,898
93
$303K 0.08%
2,391
-175
94
$300K 0.08%
5,025
95
$300K 0.08%
+22,705
96
$288K 0.07%
1,312
-145
97
$281K 0.07%
11,128
-598
98
$279K 0.07%
7,686
-7,755
99
$276K 0.07%
7,241
+1,062
100
$260K 0.07%
865
2 3
4
5 6