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
$1.36B
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$2.34M
3
+$2.14M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.59M
5
AMZN icon
Amazon
AMZN
+$1.37M

Top Sells

1
+$1.47M
2
+$883K
3
+$734K
4
META icon
Meta Platforms (Facebook)
META
+$622K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$444K

Sector Composition

1 Technology 31.66%
2 Financials 14.81%
3 Consumer Discretionary 11.73%
4 Healthcare 11.42%
5 Communication Services 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$495K 0.04%
6,316
77
$489K 0.04%
1,518
+318
78
$471K 0.03%
1,490
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79
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80
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17,519
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81
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3,995
82
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83
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84
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85
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1,345
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86
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87
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88
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89
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90
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91
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94
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95
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3,460
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96
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97
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1,492
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98
$265K 0.02%
3,575
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99
$257K 0.02%
709
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100
$254K 0.02%
3,180
-385
1 2 3
4
5