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
$877M
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.52M
3
+$1.52M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.27M
5
META icon
Meta Platforms (Facebook)
META
+$724K

Top Sells

1
+$12M
2
+$5.38M
3
+$3.31M
4
PNC icon
PNC Financial Services
PNC
+$2.44M
5
LLY icon
Eli Lilly
LLY
+$1.95M

Sector Composition

1 Technology 31.32%
2 Healthcare 15.24%
3 Financials 14.2%
4 Consumer Discretionary 11.19%
5 Communication Services 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$346K 0.04%
7,363
+1,907
77
$343K 0.04%
4,380
+972
78
$333K 0.04%
3,886
-60
79
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3,646
80
$318K 0.04%
1,574
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81
$314K 0.04%
14,428
82
$312K 0.04%
4,156
+90
83
$284K 0.03%
1,208
84
$272K 0.03%
18,128
-720
85
$265K 0.03%
605
86
$261K 0.03%
2,172
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87
$237K 0.03%
829
88
$233K 0.03%
5,335
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89
$233K 0.03%
3,354
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90
$231K 0.03%
+6,316
91
$228K 0.03%
2,581
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92
$217K 0.02%
841
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93
$217K 0.02%
3,136
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94
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+1,362
95
$201K 0.02%
+948
96
$176K 0.02%
14,181
+1,361
97
$36.6K ﹤0.01%
10,000
98
– –
-9,821
99
– –
-4,661
1 2 3
4