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
$308M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$4.19M
3
+$1.43M
4
SLB icon
SLB Ltd
SLB
+$1.11M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$838K

Top Sells

1
+$1.13M
2
+$546K
3
+$332K
4
COR icon
Cencora
COR
+$275K
5
EEP
Enbridge Energy Partners
EEP
+$240K

Sector Composition

1 Healthcare 16.78%
2 Technology 12.72%
3 Financials 11.16%
4 Energy 9.09%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$313K 0.1%
14,225
-800
102
$298K 0.1%
2,192
-38
103
$295K 0.1%
8,200
-600
104
$288K 0.09%
+2,186
105
$277K 0.09%
885
+50
106
$268K 0.09%
+1,535
107
$266K 0.09%
+3,074
108
$265K 0.09%
3,100
109
$248K 0.08%
3,500
+75
110
$246K 0.08%
+2,115
111
$242K 0.08%
5,140
-560
112
$240K 0.08%
5,522
-327
113
$233K 0.08%
2,050
114
$233K 0.08%
+6,179
115
$227K 0.07%
2,812
+150
116
$222K 0.07%
+1,394
117
$221K 0.07%
+1,725
118
$210K 0.07%
+4,000
119
$207K 0.07%
3,450
120
$203K 0.07%
8,323
-4,166
121
$201K 0.07%
+2,841
122
$179K 0.06%
14,806
+2,800
123
$71K 0.02%
14,000
124
$28K 0.01%
2,450
125
– –
-13,000
1 2 3 4
5