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
$510M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$5.01M
3
+$4.87M
4
META icon
Meta Platforms (Facebook)
META
+$4.08M
5
ECL icon
Ecolab
ECL
+$3.86M

Top Sells

1
+$4.88M
2
+$1.11M
3
+$746K
4
DHR icon
Danaher
DHR
+$731K
5
PLD icon
Prologis
PLD
+$630K

Sector Composition

1 Technology 27.3%
2 Healthcare 16.52%
3 Consumer Discretionary 13.11%
4 Financials 13%
5 Consumer Staples 11.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$361K 0.07%
1,313
77
$341K 0.07%
2,412
-658
78
$331K 0.06%
6,850
-50
79
$321K 0.06%
4,850
-6,815
80
$317K 0.06%
+7,995
81
$313K 0.06%
11,855
-1,688
82
$290K 0.06%
+14,410
83
$279K 0.05%
4,666
-3,639
84
$278K 0.05%
902
-42
85
$268K 0.05%
+28,200
86
$266K 0.05%
43,806
-1,000
87
$256K 0.05%
+8,700
88
$255K 0.05%
14,205
-9,570
89
$255K 0.05%
2,409
+98
90
$243K 0.05%
671
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91
$233K 0.05%
+1,330
92
$229K 0.04%
1,975
93
$228K 0.04%
+691
94
$210K 0.04%
+4,041
95
$203K 0.04%
+954
96
$93K 0.02%
2,723
97
$38K 0.01%
10,624
98
$13K ﹤0.01%
10,000
99
– –
-781
100
– –
-31,585
1 2 3
4
5