MCM

Maple Capital Management Portfolio holdings

AUM $1.52B
1-Year Est. Return 19.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.52B
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.78M
3
+$1.69M
4
UBER icon
Uber
UBER
+$1.37M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.29M

Top Sells

1
+$22.4M
2
+$13.5M
3
+$1.75M
4
GMS
GMS Inc
GMS
+$1.33M
5
AXP icon
American Express
AXP
+$1.28M

Sector Composition

1 Technology 34.03%
2 Financials 14.85%
3 Communication Services 13.15%
4 Consumer Discretionary 11.49%
5 Healthcare 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BBY icon
101
Best Buy
BBY
$13.9B
$240K 0.02%
3,175
-39
T icon
102
AT&T
T
$164B
$221K 0.01%
7,826
-337
GEV icon
103
GE Vernova
GEV
$189B
$220K 0.01%
+357
IVW icon
104
iShares S&P 500 Growth ETF
IVW
$67.3B
$219K 0.01%
+1,816
PLD icon
105
Prologis
PLD
$119B
$219K 0.01%
1,913
AMT icon
106
American Tower
AMT
$84.7B
$219K 0.01%
1,139
QXO
107
QXO Inc
QXO
$16.6B
$218K 0.01%
11,445
DIA icon
108
SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.3B
$216K 0.01%
466
-206
NSC icon
109
Norfolk Southern
NSC
$64.7B
$216K 0.01%
+719
EFG icon
110
iShares MSCI EAFE Growth ETF
EFG
$10B
$209K 0.01%
1,835
-175
SCHZ icon
111
Schwab US Aggregate Bond ETF
SCHZ
$9.71B
$209K 0.01%
8,889
-30
LIN icon
112
Linde
LIN
$213B
$202K 0.01%
425
-2
CF icon
113
CF Industries
CF
$14.3B
$202K 0.01%
2,250
F icon
114
Ford
F
$55.3B
$166K 0.01%
13,850
EMR icon
115
Emerson Electric
EMR
$83.4B
– –
-1,641
FIX icon
116
Comfort Systems
FIX
$41B
– –
-546
GMS
117
DELISTED
GMS Inc
GMS
– –
-12,250
IEFA icon
118
iShares Core MSCI EAFE ETF
IEFA
$175B
– –
-2,672
RSP icon
119
Invesco S&P 500 Equal Weight ETF
RSP
$82.6B
– –
-2,445
SHOP icon
120
Shopify
SHOP
$179B
– –
-1,941
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