MCM

Maple Capital Management Portfolio holdings

AUM $1.59B
1-Year Est. Return 21.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$793M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$6.34M
3
+$4.02M
4
COST icon
Costco
COST
+$1.52M
5
UNH icon
UnitedHealth
UNH
+$1.29M

Top Sells

1
+$10.2M
2
+$8.41M
3
+$6.36M
4
DD icon
DuPont de Nemours
DD
+$5.02M
5
ROP icon
Roper Technologies
ROP
+$447K

Sector Composition

1 Technology 30%
2 Healthcare 16.25%
3 Financials 15.72%
4 Consumer Discretionary 11.41%
5 Consumer Staples 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$336K 0.04%
3,500
77
$330K 0.04%
14,578
-3,326
78
$304K 0.04%
10,294
-211,242
79
$304K 0.04%
1,736
80
$304K 0.04%
1,929
+237
81
$287K 0.04%
2,100
-23
82
$269K 0.03%
629
-15
83
$265K 0.03%
900
+23
84
$250K 0.03%
5,409
+30
85
$249K 0.03%
5,308
-454
86
$241K 0.03%
1,766
-60
87
$233K 0.03%
926
-209
88
$210K 0.03%
+6,209
89
$207K 0.03%
+1,361
90
$203K 0.03%
+8,074
91
$202K 0.03%
2,748
+18
92
$201K 0.03%
+750
93
$180K 0.02%
12,826
94
$128K 0.02%
12,966
95
$48K 0.01%
+1,875
96
$35K ﹤0.01%
10,000
97
$8K ﹤0.01%
+50
98
$8K ﹤0.01%
+1,000
1 2 3
4