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
$389M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.87M
3
+$964K
4
HON icon
Honeywell
HON
+$586K
5
JNJ icon
Johnson & Johnson
JNJ
+$570K

Top Sells

1
+$4.55M
2
+$2.97M
3
+$2.06M
4
GE icon
GE Aerospace
GE
+$363K
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$331K

Sector Composition

1 Financials 16.38%
2 Technology 15.8%
3 Healthcare 13.44%
4 Consumer Staples 9.11%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$351K 0.09%
4,975
+200
102
$349K 0.09%
13,180
103
$339K 0.09%
1,650
-65
104
$336K 0.09%
8,855
105
$334K 0.09%
7,602
-400
106
$324K 0.08%
40,400
-3,100
107
$316K 0.08%
11,303
+298
108
$309K 0.08%
12,875
-1,000
109
$297K 0.08%
6,479
+300
110
$293K 0.08%
8,019
-3,706
111
$292K 0.08%
33,780
-600
112
$286K 0.07%
4,317
-5,000
113
$285K 0.07%
894
+25
114
$277K 0.07%
5,260
-300
115
$268K 0.07%
4,880
+106
116
$264K 0.07%
3,272
+10
117
$262K 0.07%
10,064
+186
118
$259K 0.07%
3,650
-250
119
$257K 0.07%
2,000
120
$241K 0.06%
23,900
-2,075
121
$237K 0.06%
6,062
+350
122
$237K 0.06%
2,075
123
$234K 0.06%
1,515
124
$233K 0.06%
2,175
-137
125
$231K 0.06%
3,425
+525
2 3 4
5
6