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
$264M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$769K
2
+$612K
3
+$382K
4
DFS
Discover Financial Services
DFS
+$367K
5
HAL icon
Halliburton
HAL
+$356K

Top Sells

1
+$4.85M
2
+$3.27M
3
+$1.03M
4
NFX
Newfield Exploration
NFX
+$918K
5
WFT
Weatherford International plc
WFT
+$832K

Sector Composition

1 Energy 14.57%
2 Healthcare 14.07%
3 Financials 13.57%
4 Technology 11.33%
5 Industrials 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$292K 0.11%
2,329
+100
102
$289K 0.11%
2,846
+75
103
$282K 0.11%
3,520
-400
104
$279K 0.11%
5,540
-64,845
105
$253K 0.1%
3,130
+530
106
$247K 0.09%
2,200
-146
107
$245K 0.09%
5,200
-125
108
$245K 0.09%
2,666
-450
109
$244K 0.09%
2,744
-68
110
$236K 0.09%
10,056
111
$229K 0.09%
2,725
112
$228K 0.09%
+5,600
113
$227K 0.09%
22,702
-102,850
114
$224K 0.08%
2,363
-1,250
115
$216K 0.08%
+2,635
116
$204K 0.08%
+1,827
117
$203K 0.08%
4,000
118
$201K 0.08%
6,500
119
$133K 0.05%
3,450
120
$71K 0.03%
11,025
121
– –
-3,830
122
– –
-8,788
123
– –
-20,780
1 2 3 4
5