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
$288M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$2.81M
3
+$2.57M
4
DD icon
DuPont de Nemours
DD
+$2.54M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.9M

Top Sells

1
+$3.39M
2
+$2.99M
3
+$2.49M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$678K
5
LPT
Liberty Property Trust
LPT
+$601K

Sector Composition

1 Healthcare 14.52%
2 Financials 12.72%
3 Industrials 12.35%
4 Technology 12.15%
5 Energy 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$315K 0.11%
2,775
102
$312K 0.11%
1,500
103
$293K 0.1%
7,181
104
$287K 0.1%
7,606
-3,000
105
$277K 0.1%
10,636
106
$275K 0.1%
2,770
+26
107
$269K 0.09%
+9,125
108
$268K 0.09%
3,236
109
$264K 0.09%
2,421
-375
110
$262K 0.09%
6,940
111
$244K 0.08%
6,400
-100
112
$233K 0.08%
2,050
-150
113
$228K 0.08%
2,336
-242
114
$228K 0.08%
62,500
-31,300
115
$226K 0.08%
6,600
-6,000
116
$217K 0.08%
3,100
-170
117
$211K 0.07%
+2,383
118
$209K 0.07%
2,725
119
$206K 0.07%
+9,025
120
$205K 0.07%
1,697
-646
121
$202K 0.07%
3,384
-600
122
$190K 0.07%
+11,613
123
$60K 0.02%
2,450
124
$41K 0.01%
14,000
125
– –
-60,925
2 3 4
5
6