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
$339M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2M
3
+$1.68M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.58M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.29M

Top Sells

1
+$5.59M
2
+$1.97M
3
+$789K
4
APD icon
Air Products & Chemicals
APD
+$665K
5
SUI icon
Sun Communities
SUI
+$578K

Sector Composition

1 Healthcare 14.65%
2 Technology 14.21%
3 Financials 13.8%
4 Consumer Staples 9.16%
5 Energy 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$365K 0.11%
2,065
+2
102
$364K 0.11%
13,180
-248
103
$344K 0.1%
2,873
104
$336K 0.1%
14,425
+400
105
$336K 0.1%
6,471
-1,100
106
$330K 0.1%
2,167
+50
107
$328K 0.1%
2,137
+453
108
$311K 0.09%
8,602
-400
109
$300K 0.09%
3,900
+400
110
$293K 0.09%
+2,216
111
$285K 0.08%
3,540
+250
112
$275K 0.08%
5,140
113
$270K 0.08%
+7,895
114
$259K 0.08%
+3,210
115
$247K 0.07%
2,050
116
$246K 0.07%
+1,734
117
$245K 0.07%
6,179
118
$242K 0.07%
2,115
119
$240K 0.07%
4,000
120
$238K 0.07%
869
-20
121
$230K 0.07%
+3,350
122
$226K 0.07%
+7,750
123
$223K 0.07%
+5,674
124
$217K 0.06%
+7,870
125
$217K 0.06%
+5,120
2 3 4
5
6