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
$275M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$3.06M
3
+$1.56M
4
CVS icon
CVS Health
CVS
+$1.22M
5
COR icon
Cencora
COR
+$918K

Top Sells

1
+$4.77M
2
+$1.76M
3
+$1.24M
4
PBCT
People's United Financial Inc
PBCT
+$476K
5
SUSQ
SUSQUEHANNA BANCSHARES INC
SUSQ
+$420K

Sector Composition

1 Energy 15.13%
2 Financials 12.9%
3 Healthcare 12.71%
4 Technology 11.96%
5 Industrials 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$314K 0.11%
7,269
+125
102
$296K 0.11%
1,500
103
$274K 0.1%
4,005
104
$271K 0.1%
2,346
105
$267K 0.1%
3,864
106
$261K 0.1%
3,830
107
$258K 0.09%
10,056
+1,240
108
$257K 0.09%
2,229
109
$256K 0.09%
5,325
+425
110
$256K 0.09%
2,771
111
$252K 0.09%
3,116
112
$251K 0.09%
2,866
113
$249K 0.09%
2,812
+94
114
$232K 0.08%
4,000
115
$229K 0.08%
+2,725
116
$219K 0.08%
2,600
117
$214K 0.08%
8,788
-146
118
$204K 0.07%
6,500
-200
119
$184K 0.07%
3,450
120
$73K 0.03%
11,025
-4,000
121
– –
-30,718
122
– –
-51,627
123
– –
-8,512
124
– –
-32,031
125
– –
-2,232
2 3 4
5
6