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
$916M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$3M
3
+$2.59M
4
UNH icon
UnitedHealth
UNH
+$2.39M
5
ACN icon
Accenture
ACN
+$2.1M

Top Sells

1
+$1.66M
2
+$932K
3
+$793K
4
MKC icon
McCormick & Company Non-Voting
MKC
+$746K
5
SBUX icon
Starbucks
SBUX
+$665K

Sector Composition

1 Technology 31.56%
2 Healthcare 16.14%
3 Financials 14.36%
4 Consumer Discretionary 12.46%
5 Communication Services 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$410K 0.04%
5,070
-819
77
$410K 0.04%
1,975
78
$397K 0.04%
5,610
-235
79
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858
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80
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3,500
81
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1,174
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82
$342K 0.04%
13,088
-250
83
$342K 0.04%
+17,598
84
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2,853
85
$318K 0.03%
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-34
86
$307K 0.03%
1,004
87
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+5,980
88
$290K 0.03%
1,086
-1,637
89
$287K 0.03%
1,268
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90
$275K 0.03%
2,000
91
$266K 0.03%
12,826
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92
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94
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+1,113
95
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96
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1,000
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97
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1,729
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98
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+3,417
99
$243K 0.03%
4,713
+19
100
$234K 0.03%
+1,807
1 2 3
4
5