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
$788M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.23M
3
+$798K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$757K
5
UNH icon
UnitedHealth
UNH
+$515K

Top Sells

1
+$12.1M
2
+$1.8M
3
+$483K
4
COST icon
Costco
COST
+$436K
5
LLY icon
Eli Lilly
LLY
+$352K

Sector Composition

1 Technology 29.47%
2 Healthcare 16.4%
3 Financials 15.21%
4 Consumer Discretionary 13.19%
5 Communication Services 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$352K 0.04%
3,500
77
$345K 0.04%
+13,338
78
$339K 0.04%
846
+130
79
$334K 0.04%
+3,395
80
$334K 0.04%
1,975
81
$326K 0.04%
5,845
-525
82
$316K 0.04%
1,233
83
$311K 0.04%
1,319
+51
84
$301K 0.04%
526
85
$295K 0.04%
2,853
86
$287K 0.04%
2,165
-105
87
$275K 0.03%
1,004
88
$273K 0.03%
929
89
$272K 0.03%
3,460
-21
90
$271K 0.03%
2,000
91
$263K 0.03%
1,101
92
$256K 0.03%
7,025
93
$251K 0.03%
2,100
94
$250K 0.03%
4,694
-30
95
$247K 0.03%
1,193
-12
96
$239K 0.03%
+2,059
97
$237K 0.03%
5,103
+9
98
$223K 0.03%
19,450
99
$219K 0.03%
6,775
100
$215K 0.03%
2,286
1 2 3
4
5