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
$1.46B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$9.26M
2
+$6.43M
3
+$4.12M
4
NVDA icon
NVIDIA
NVDA
+$3.68M
5
MSFT icon
Microsoft
MSFT
+$3.27M

Top Sells

1
+$2.19M
2
+$1.79M
3
+$1.41M
4
LMT icon
Lockheed Martin
LMT
+$1.01M
5
UNH icon
UnitedHealth
UNH
+$764K

Sector Composition

1 Technology 32.15%
2 Financials 15.09%
3 Communication Services 11.65%
4 Consumer Discretionary 11.55%
5 Healthcare 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWB icon
76
iShares Russell 1000 ETF
IWB
$45.5B
$515K 0.04%
1,518
TRMK icon
77
Trustmark
TRMK
$2.44B
$511K 0.04%
14,028
SBUX icon
78
Starbucks
SBUX
$97.1B
$502K 0.03%
5,474
-694
MUB icon
79
iShares National Muni Bond ETF
MUB
$41.4B
$482K 0.03%
4,617
-80
VZ icon
80
Verizon
VZ
$172B
$445K 0.03%
10,295
-2,392
RSP icon
81
Invesco S&P 500 Equal Weight ETF
RSP
$75.6B
$444K 0.03%
2,445
-1,706
AVGO icon
82
Broadcom
AVGO
$1.7T
$425K 0.03%
1,542
+286
QCOM icon
83
Qualcomm
QCOM
$191B
$421K 0.03%
2,646
-950
MDT icon
84
Medtronic
MDT
$128B
$407K 0.03%
4,667
+1,652
WM icon
85
Waste Management
WM
$86.9B
$390K 0.03%
1,703
-615
VMC icon
86
Vulcan Materials
VMC
$39.1B
$381K 0.03%
1,460
-17
VTI icon
87
Vanguard Total Stock Market ETF
VTI
$567B
$373K 0.03%
1,228
-247
IJS icon
88
iShares S&P Small-Cap 600 Value ETF
IJS
$6.88B
$368K 0.03%
3,695
-300
DIS icon
89
Walt Disney
DIS
$199B
$353K 0.02%
2,846
-212
JEF icon
90
Jefferies Financial Group
JEF
$12.8B
$345K 0.02%
6,316
-2
TT icon
91
Trane Technologies
TT
$86.7B
$331K 0.02%
756
-6
PFE icon
92
Pfizer
PFE
$147B
$326K 0.02%
13,459
-1,410
VUG icon
93
Vanguard Growth ETF
VUG
$201B
$310K 0.02%
+706
PM icon
94
Philip Morris
PM
$239B
$308K 0.02%
1,693
IDXX icon
95
Idexx Laboratories
IDXX
$56.2B
$305K 0.02%
568
-5
CWT icon
96
California Water Service
CWT
$2.63B
$303K 0.02%
6,667
EW icon
97
Edwards Lifesciences
EW
$48.2B
$301K 0.02%
3,850
-2
DIA icon
98
SPDR Dow Jones Industrial Average ETF Trust
DIA
$43.5B
$296K 0.02%
672
+29
FIX icon
99
Comfort Systems
FIX
$34.1B
$293K 0.02%
+546
CAT icon
100
Caterpillar
CAT
$280B
$289K 0.02%
743
-138
2 3
4
5 6