MCM

Maple Capital Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 23.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$6.69M
3
+$2.6M
4
AMAT icon
Applied Materials
AMAT
+$1.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.37M

Top Sells

1
+$17.2M
2
+$3.94M
3
+$1.81M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.49M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.15M

Sector Composition

1 Technology 33.56%
2 Financials 14.98%
3 Communication Services 13.88%
4 Consumer Discretionary 11.11%
5 Healthcare 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACWX icon
76
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
$472K 0.03%
7,038
-1,933
IWB icon
77
iShares Russell 1000 ETF
IWB
$47.1B
$471K 0.03%
1,262
-27
CAT icon
78
Caterpillar
CAT
$416B
$468K 0.03%
816
+51
XLU icon
79
State Street Utilities Select Sector SPDR ETF
XLU
$22.9B
$459K 0.03%
10,742
-2,142
QCOM icon
80
Qualcomm
QCOM
$234B
$454K 0.03%
2,656
+101
MDT icon
81
Medtronic
MDT
$96.6B
$443K 0.03%
4,607
+323
PM icon
82
Philip Morris
PM
$284B
$442K 0.03%
2,754
+49
VMC icon
83
Vulcan Materials
VMC
$36.4B
$420K 0.03%
1,474
+14
IJS icon
84
iShares S&P Small-Cap 600 Value ETF
IJS
$7.73B
$420K 0.03%
3,695
UNH icon
85
UnitedHealth
UNH
$349B
$419K 0.03%
1,270
-291
MUB icon
86
iShares National Muni Bond ETF
MUB
$43.9B
$406K 0.03%
3,787
-1,533
WMT icon
87
Walmart Inc
WMT
$1.03T
$403K 0.03%
3,616
-373
WM icon
88
Waste Management
WM
$87.3B
$392K 0.02%
1,783
+63
JEF icon
89
Jefferies Financial Group
JEF
$10.5B
$391K 0.02%
6,316
-133
ROP icon
90
Roper Technologies
ROP
$32.9B
$387K 0.02%
870
-61
IDXX icon
91
Idexx Laboratories
IDXX
$42.7B
$361K 0.02%
533
+4
VZ icon
92
Verizon
VZ
$198B
$360K 0.02%
8,829
+93
WEC icon
93
WEC Energy
WEC
$36.5B
$355K 0.02%
+3,367
VUG icon
94
Vanguard Growth ETF
VUG
$222B
$352K 0.02%
4,326
EW icon
95
Edwards Lifesciences
EW
$45.5B
$328K 0.02%
3,850
TMO icon
96
Thermo Fisher Scientific
TMO
$170B
$321K 0.02%
554
+10
LMT icon
97
Lockheed Martin
LMT
$119B
$315K 0.02%
651
-323
COF icon
98
Capital One
COF
$113B
$313K 0.02%
1,292
+145
ROK icon
99
Rockwell Automation
ROK
$50.3B
$293K 0.02%
753
+3
CWT icon
100
California Water Service
CWT
$2.59B
$289K 0.02%
6,667
1 2 3
4
5