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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
$1.49B
AUM Growth
-$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$12M
3
+$2.47M
4
MSCI icon
MSCI
MSCI
+$792K
5
AMZN icon
Amazon
AMZN
+$481K

Top Sells

1
+$9.2M
2
+$7.89M
3
+$7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.96M
5
HD icon
Home Depot
HD
+$3.91M

Sector Composition

1 Technology 33.21%
2 Communication Services 12.89%
3 Financials 12.72%
4 Consumer Discretionary 10.81%
5 Healthcare 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JEF icon
101
Jefferies Financial Group
JEF
$12.6B
$261K 0.02%
6,316
LMT icon
102
Lockheed Martin
LMT
$125B
$241K 0.02%
399
-252
QUAL icon
103
iShares MSCI USA Quality Factor ETF
QUAL
$46.3B
$237K 0.02%
1,237
-58
PLD icon
104
Prologis
PLD
$138B
$234K 0.02%
1,769
-149
ROP icon
105
Roper Technologies
ROP
$33.9B
$226K 0.02%
640
-230
QXO
106
QXO Inc
QXO
$12.1B
$222K 0.01%
11,445
-543
VEA icon
107
Vanguard FTSE Developed Markets ETF
VEA
$231B
$218K 0.01%
3,403
-175
IWD icon
108
iShares Russell 1000 Value ETF
IWD
$76.8B
$218K 0.01%
1,018
UNH icon
109
UnitedHealth
UNH
$370B
$214K 0.01%
791
-479
AMGN icon
110
Amgen
AMGN
$191B
$213K 0.01%
+606
COF icon
111
Capital One
COF
$115B
$209K 0.01%
1,147
-145
IVW icon
112
iShares S&P 500 Growth ETF
IVW
$73.3B
$207K 0.01%
1,832
-16
RTX icon
113
RTX Corp
RTX
$248B
$207K 0.01%
+1,073
PFE icon
114
Pfizer
PFE
$149B
$204K 0.01%
7,257
-1,290
LIN icon
115
Linde
LIN
$241B
$204K 0.01%
+411
BBY icon
116
Best Buy
BBY
$16.5B
$201K 0.01%
3,130
NSC icon
117
Norfolk Southern
NSC
$70.7B
$201K 0.01%
699
-10
T icon
118
AT&T
T
$163B
$200K 0.01%
+6,909
F icon
119
Ford
F
$59.5B
$132K 0.01%
11,400
-3,578
DIA icon
120
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.4B
– –
-466
DIS icon
121
Walt Disney
DIS
$174B
– –
-2,375
SHOP icon
122
Shopify
SHOP
$141B
– –
-1,452
VMC icon
123
Vulcan Materials
VMC
$37.4B
– –
-1,474
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