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
$445M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.12M
3
+$1.08M
4
AMZN icon
Amazon
AMZN
+$966K
5
UNH icon
UnitedHealth
UNH
+$816K

Top Sells

1
+$6.08M
2
+$2.66M
3
+$1.4M
4
OXY icon
Occidental Petroleum
OXY
+$1.25M
5
LLY icon
Eli Lilly
LLY
+$500K

Sector Composition

1 Technology 18.78%
2 Healthcare 17.63%
3 Financials 15.11%
4 Consumer Staples 11.21%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$462K 0.1%
45,206
+400
77
$462K 0.1%
3,468
-1,208
78
$458K 0.1%
6,471
79
$457K 0.1%
3,963
-244
80
$450K 0.1%
1,989
-765
81
$447K 0.1%
8,000
82
$446K 0.1%
2,770
-315
83
$425K 0.1%
27,000
84
$412K 0.09%
14,757
-1,230
85
$374K 0.08%
9,630
+260
86
$358K 0.08%
2,076
-293
87
$336K 0.08%
18,925
-18,200
88
$329K 0.07%
7,255
-266
89
$320K 0.07%
1,705
-830
90
$317K 0.07%
5,860
+60
91
$316K 0.07%
2,098
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92
$312K 0.07%
+8,750
93
$310K 0.07%
11,801
+1,300
94
$309K 0.07%
11,670
+400
95
$306K 0.07%
7,550
-100
96
$298K 0.07%
1,482
+17
97
$288K 0.06%
6,763
-69
98
$285K 0.06%
972
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99
$279K 0.06%
1,428
100
$278K 0.06%
5,075
-300
2 3
4
5 6