MCM

Maple Capital Management Portfolio holdings

AUM $1.52B
1-Year Est. Return 19.89%
This Quarter Est. Return
1 Year Est. Return
+19.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
-$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$2.89M
3
+$2.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.3M
5
CL icon
Colgate-Palmolive
CL
+$1.42M

Top Sells

1
+$8.17M
2
+$1.98M
3
+$1.31M
4
DHR icon
Danaher
DHR
+$1.07M
5
AON icon
Aon
AON
+$946K

Sector Composition

1 Technology 29.39%
2 Financials 15.54%
3 Healthcare 12.63%
4 Consumer Discretionary 11.48%
5 Communication Services 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$563K 0.04%
7,864
-1,187
77
$552K 0.04%
3,596
+36
78
$541K 0.04%
9,755
-1,668
79
$537K 0.04%
2,318
+405
80
$495K 0.04%
4,697
-1,427
81
$484K 0.04%
14,028
82
$466K 0.04%
1,518
83
$421K 0.03%
1,897
+394
84
$405K 0.03%
1,475
+130
85
$404K 0.03%
+4,406
86
$390K 0.03%
+1,956
87
$389K 0.03%
3,995
88
$377K 0.03%
14,869
-2,650
89
$347K 0.03%
+5,716
90
$345K 0.03%
1,477
-77
91
$339K 0.03%
4,609
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92
$338K 0.03%
6,318
+2
93
$332K 0.03%
4,250
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94
$323K 0.03%
6,667
95
$302K 0.02%
3,058
-781
96
$291K 0.02%
881
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97
$285K 0.02%
1,103
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98
$279K 0.02%
3,852
+277
99
$279K 0.02%
561
-53
100
$278K 0.02%
+1,174
2 3
4
5 6