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
$829M
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$6.67M
3
+$5.61M
4
MSFT icon
Microsoft
MSFT
+$3.11M
5
HON icon
Honeywell
HON
+$3.09M

Top Sells

1
+$5.57M
2
+$2.15M
3
+$1.31M
4
COST icon
Costco
COST
+$583K
5
LLY icon
Eli Lilly
LLY
+$338K

Sector Composition

1 Technology 28.71%
2 Healthcare 16.6%
3 Financials 14.67%
4 Consumer Discretionary 13.24%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$422K 0.05%
15,382
+6,412
77
$375K 0.05%
1,975
78
$357K 0.04%
3,500
79
$345K 0.04%
1,233
-109
80
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2,270
+455
81
$309K 0.04%
+2,853
82
$308K 0.04%
6,370
+447
83
$306K 0.04%
1,268
84
$300K 0.04%
2,000
85
$298K 0.04%
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86
$296K 0.04%
1,101
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87
$294K 0.04%
929
88
$286K 0.03%
526
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89
$285K 0.03%
+1,004
90
$283K 0.03%
+7,025
91
$281K 0.03%
1,205
+157
92
$278K 0.03%
+2,100
93
$277K 0.03%
3,481
94
$257K 0.03%
3,956
-135
95
$254K 0.03%
5,094
-288
96
$253K 0.03%
4,724
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97
$252K 0.03%
+3,267
98
$241K 0.03%
+13,368
99
$239K 0.03%
19,450
100
$237K 0.03%
+2,286
1 2 3
4
5