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
$759M
AUM Growth
-$92.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$6.63M
3
+$6.33M
4
META icon
Meta Platforms (Facebook)
META
+$4.31M
5
MSFT icon
Microsoft
MSFT
+$3.24M

Top Sells

1
+$9.33M
2
+$3.17M
3
+$781K
4
MDT icon
Medtronic
MDT
+$619K
5
DHR icon
Danaher
DHR
+$615K

Sector Composition

1 Technology 29.75%
2 Healthcare 18.72%
3 Financials 14.77%
4 Consumer Discretionary 10.59%
5 Communication Services 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$344K 0.05%
1,265
-80
77
$312K 0.04%
3,500
78
$291K 0.04%
1,826
-69
79
$273K 0.04%
5,762
-95
80
$271K 0.04%
3,868
+99
81
$260K 0.03%
2,730
82
$259K 0.03%
1,692
-2,461
83
$258K 0.03%
1,135
-64
84
$247K 0.03%
1,736
-166
85
$226K 0.03%
644
-16
86
$226K 0.03%
2,123
+69
87
$218K 0.03%
5,379
+126
88
$211K 0.03%
877
-137
89
$143K 0.02%
12,826
-270
90
$88K 0.01%
12,966
-1,484
91
$36K ﹤0.01%
+10,000
92
– –
-1,361
93
– –
-9,362
94
– –
-16,165
95
– –
-1,586
96
– –
-1,268
97
– –
-4,463
98
– –
-1,004
99
– –
-173,590
100
– –
-750
1 2 3
4
5