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
$676M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$933K
3
+$920K
4
AMZN icon
Amazon
AMZN
+$860K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$838K

Top Sells

1
+$6.75M
2
+$2.15M
3
+$980K
4
IT icon
Gartner
IT
+$947K
5
COST icon
Costco
COST
+$304K

Sector Composition

1 Technology 26.68%
2 Healthcare 16.59%
3 Financials 15.92%
4 Consumer Discretionary 13.58%
5 Consumer Staples 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$335K 0.05%
685
77
$333K 0.05%
1,975
78
$317K 0.05%
8,700
79
$277K 0.04%
1,268
+109
80
$274K 0.04%
3,481
+94
81
$269K 0.04%
5,923
-438
82
$265K 0.04%
4,147
-114
83
$252K 0.04%
1,815
-175
84
$250K 0.04%
931
85
$247K 0.04%
929
86
$244K 0.04%
+5,382
87
$242K 0.04%
8,970
+1,364
88
$232K 0.03%
1,048
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89
$232K 0.03%
509
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90
$230K 0.03%
19,450
-23,000
91
$221K 0.03%
2,000
92
$209K 0.03%
+4,091
93
$207K 0.03%
+6,775
94
$206K 0.03%
8,190
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95
$193K 0.03%
2,949
+413
96
$166K 0.02%
+13,550
97
$18K ﹤0.01%
10,000
98
– –
-6,400
99
– –
-32,162
100
– –
-5,912
1 2 3
4
5