MCM

Maple Capital Management Portfolio holdings

AUM $1.46B
1-Year Est. Return 17.35%
This Quarter Est. Return
1 Year Est. Return
+17.35%
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
AMT icon
101
American Tower
AMT
$85.6B
$252K 0.02%
1,139
-17
ROK icon
102
Rockwell Automation
ROK
$40.7B
$250K 0.02%
753
-350
QXO
103
QXO Inc
QXO
$12.2B
$247K 0.02%
+11,445
COF icon
104
Capital One
COF
$140B
$244K 0.02%
+1,147
T icon
105
AT&T
T
$183B
$236K 0.02%
8,163
-645
EFG icon
106
iShares MSCI EAFE Growth ETF
EFG
$11.6B
$225K 0.02%
+2,010
SHOP icon
107
Shopify
SHOP
$233B
$224K 0.02%
+1,941
IEFA icon
108
iShares Core MSCI EAFE ETF
IEFA
$159B
$223K 0.02%
+2,672
TMO icon
109
Thermo Fisher Scientific
TMO
$211B
$221K 0.02%
544
-17
EMR icon
110
Emerson Electric
EMR
$75.7B
$219K 0.02%
+1,641
BBY icon
111
Best Buy
BBY
$17.6B
$216K 0.01%
3,214
-1,395
SCHZ icon
112
Schwab US Aggregate Bond ETF
SCHZ
$9.07B
$207K 0.01%
8,919
-630
CF icon
113
CF Industries
CF
$13.9B
$207K 0.01%
2,250
-2,000
PLD icon
114
Prologis
PLD
$117B
$201K 0.01%
1,913
-100
LIN icon
115
Linde
LIN
$208B
$200K 0.01%
427
-33
F icon
116
Ford
F
$52.3B
$150K 0.01%
13,850
-508
ADBE icon
117
Adobe
ADBE
$151B
– –
-547
BEN icon
118
Franklin Resources
BEN
$12.1B
– –
-10,000
BIL icon
119
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
– –
-4,406
COP icon
120
ConocoPhillips
COP
$108B
– –
-2,097
GGN
121
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$735M
– –
-10,000
IVW icon
122
iShares S&P 500 Growth ETF
IVW
$68.7B
– –
-2,546
IWM icon
123
iShares Russell 2000 ETF
IWM
$71.5B
– –
-1,956
NSC icon
124
Norfolk Southern
NSC
$62.9B
– –
-1,174
SPMD icon
125
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.6B
– –
-4,737
2 3 4
5
6