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
$227M
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.27M
3
+$1.04M
4
CBU icon
Community Bank
CBU
+$609K
5
EXXI
ENERGY XXI LTD COM SHS
EXXI
+$464K

Top Sells

1
+$4.17M
2
+$2.92M
3
+$2.58M
4
GEN icon
Gen Digital
GEN
+$2.45M
5
EMR icon
Emerson Electric
EMR
+$1.62M

Sector Composition

1 Energy 15.53%
2 Healthcare 13.3%
3 Financials 12%
4 Technology 11.19%
5 Industrials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$269K 0.12%
10,350
+1,200
102
$269K 0.12%
3,541
103
$268K 0.12%
2,329
+347
104
$268K 0.12%
3,981
+22
105
$267K 0.12%
3,825
106
$264K 0.12%
2,346
+50
107
$246K 0.11%
7,740
108
$238K 0.1%
3,924
109
$234K 0.1%
+2,373
110
$233K 0.1%
2,500
111
$231K 0.1%
3,890
112
$219K 0.1%
+2,866
113
$215K 0.09%
+2,718
114
$210K 0.09%
9,077
115
$205K 0.09%
3,075
-917
116
$200K 0.09%
+2,990
117
$174K 0.08%
+14,750
118
$160K 0.07%
12,100
119
$119K 0.05%
18,025
120
– –
-91,483
121
– –
-4,450
122
– –
-109,150
123
– –
-2,950
124
– –
-18,670
125
– –
-3,950
2 3 4
5
6