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
$400M
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.42M
3
+$1.41M
4
JPM icon
JPMorgan Chase
JPM
+$1.35M
5
SPGI icon
S&P Global
SPGI
+$1.18M

Top Sells

1
+$11.5M
2
+$8.67M
3
+$7.24M
4
ELAN icon
Elanco Animal Health
ELAN
+$5.3M
5
MPC icon
Marathon Petroleum
MPC
+$3.85M

Sector Composition

1 Technology 25.04%
2 Healthcare 18.67%
3 Consumer Staples 12.99%
4 Consumer Discretionary 12.81%
5 Financials 12.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$295K 0.07%
6,471
77
$278K 0.07%
1,313
78
$271K 0.07%
8,750
79
$248K 0.06%
+2,893
80
$247K 0.06%
781
81
$246K 0.06%
9,084
82
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83
$225K 0.06%
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84
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7,630
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85
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3,698
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86
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44,806
87
$214K 0.05%
2,311
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88
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89
$108K 0.03%
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90
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10,624
91
$11K ﹤0.01%
+10,000
92
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93
– –
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95
– –
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96
– –
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97
– –
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98
– –
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99
– –
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100
– –
-180,029
2 3
4
5 6