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
$617M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$5.57M
3
+$4.91M
4
META icon
Meta Platforms (Facebook)
META
+$4.5M
5
ECL icon
Ecolab
ECL
+$2.92M

Top Sells

1
+$5.95M
2
+$764K
3
+$738K
4
ROP icon
Roper Technologies
ROP
+$648K
5
MA icon
Mastercard
MA
+$374K

Sector Composition

1 Technology 26.65%
2 Healthcare 16.95%
3 Financials 13.9%
4 Consumer Discretionary 13.5%
5 Consumer Staples 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$358K 0.06%
1,299
-14
77
$346K 0.06%
967
+65
78
$334K 0.05%
6,400
-450
79
$329K 0.05%
2,342
-70
80
$320K 0.05%
14,410
81
$313K 0.05%
691
82
$304K 0.05%
6,445
-1,550
83
$294K 0.05%
8,700
84
$282K 0.05%
+2,073
85
$280K 0.05%
4,084
-766
86
$273K 0.04%
1,975
87
$268K 0.04%
8,675
-192,589
88
$259K 0.04%
+2,950
89
$253K 0.04%
7,000
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90
$253K 0.04%
1,198
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91
$253K 0.04%
3,954
-87
92
$242K 0.04%
+3,387
93
$242K 0.04%
495
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94
$238K 0.04%
11,590
-2,615
95
$229K 0.04%
+1,159
96
$229K 0.04%
954
97
$223K 0.04%
+931
98
$214K 0.03%
4,713
+47
99
$214K 0.03%
+42,450
100
$212K 0.03%
7,915
-3,940
1 2 3
4
5