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
$793M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$7.02M
3
+$4M
4
COST icon
Costco
COST
+$1.49M
5
HON icon
Honeywell
HON
+$1.29M

Top Sells

1
+$10.1M
2
+$7.75M
3
+$7.14M
4
DD icon
DuPont de Nemours
DD
+$6.24M
5
ROP icon
Roper Technologies
ROP
+$475K

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%
4,307
-88,386
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