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
$273M
AUM Growth
+$2.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$2.77M
3
+$2.54M
4
VZ icon
Verizon
VZ
+$873K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$551K

Top Sells

1
+$726K
2
+$714K
3
+$685K
4
BCE icon
BCE
BCE
+$528K
5
TJX icon
TJX Companies
TJX
+$382K

Sector Composition

1 Healthcare 18.21%
2 Technology 12.47%
3 Financials 10.21%
4 Consumer Staples 9.89%
5 Energy 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$271K 0.1%
3,100
102
$260K 0.1%
3,425
103
$255K 0.09%
5,849
-1,507
104
$247K 0.09%
2,050
105
$239K 0.09%
8,330
106
$222K 0.08%
2,662
-340
107
$207K 0.08%
3,450
108
$204K 0.07%
+2,313
109
$202K 0.07%
835
110
$151K 0.06%
12,006
111
$84K 0.03%
14,000
112
$47K 0.02%
+13,000
113
$27K 0.01%
2,450
114
– –
-1,737
115
– –
-9,004
116
– –
-11,978
117
– –
-3,138
118
– –
-3,250
119
– –
-32,728
120
– –
-2,050
121
– –
-6,179
122
– –
-10,425
123
– –
-3,727
1 2 3 4
5