MCM

Maple Capital Management Portfolio holdings

AUM $1.59B
1-Year Est. Return 21.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.83%
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
+$1.49M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.15M
5
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$811K

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
TT icon
101
Trane Technologies
TT
$93.5B
$286K 0.02%
734
-12
IEFA icon
102
iShares Core MSCI EAFE ETF
IEFA
$167B
$271K 0.02%
+3,025
DIS icon
103
Walt Disney
DIS
$176B
$270K 0.02%
2,375
-406
QUAL icon
104
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$257K 0.02%
1,295
+18
PLD icon
105
Prologis
PLD
$122B
$245K 0.02%
1,918
+5
SHOP icon
106
Shopify
SHOP
$160B
$234K 0.01%
+1,452
GEV icon
107
GE Vernova
GEV
$217B
$233K 0.01%
356
-1
QXO
108
QXO Inc
QXO
$14.3B
$231K 0.01%
11,988
+543
IVW icon
109
iShares S&P 500 Growth ETF
IVW
$62.7B
$228K 0.01%
1,848
+32
DIA icon
110
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$42.2B
$224K 0.01%
466
VEA icon
111
Vanguard FTSE Developed Markets ETF
VEA
$202B
$223K 0.01%
+3,578
IWD icon
112
iShares Russell 1000 Value ETF
IWD
$67.6B
$214K 0.01%
+1,018
PFE icon
113
Pfizer
PFE
$151B
$213K 0.01%
8,547
-2,936
BBY icon
114
Best Buy
BBY
$13.1B
$209K 0.01%
3,130
-45
NSC icon
115
Norfolk Southern
NSC
$65B
$205K 0.01%
709
-10
F icon
116
Ford
F
$46.6B
$197K 0.01%
14,978
+1,128
AMT icon
117
American Tower
AMT
$86B
– –
-1,139
CF icon
118
CF Industries
CF
$19.9B
– –
-2,250
EFG icon
119
iShares MSCI EAFE Growth ETF
EFG
$9.27B
– –
-1,835
LIN icon
120
Linde
LIN
$229B
– –
-425
SBUX icon
121
Starbucks
SBUX
$113B
– –
-4,920
SCHZ icon
122
Schwab US Aggregate Bond ETF
SCHZ
$9.89B
– –
-8,889
T icon
123
AT&T
T
$194B
– –
-7,826
1 2 3 4
5