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
$401M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$6.83M
3
+$6.5M
4
UNH icon
UnitedHealth
UNH
+$5.48M
5
TXN icon
Texas Instruments
TXN
+$3.53M

Top Sells

1
+$5.42M
2
+$3.03M
3
+$2.14M
4
GE icon
GE Aerospace
GE
+$1.62M
5
RTX icon
RTX Corp
RTX
+$1.16M

Sector Composition

1 Technology 16.88%
2 Financials 16.84%
3 Healthcare 15.47%
4 Consumer Staples 8.37%
5 Communication Services 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$381K 0.1%
5,250
+275
102
$374K 0.09%
5,475
-100
103
$368K 0.09%
2,720
-2,337
104
$340K 0.08%
11,831
+528
105
$331K 0.08%
10,330
-1,950
106
$323K 0.08%
13,180
107
$316K 0.08%
7,086
-1,108
108
$297K 0.07%
5,720
+460
109
$290K 0.07%
6,179
-300
110
$287K 0.07%
23,285
-615
111
$275K 0.07%
1,719
-298
112
$269K 0.07%
10,564
+500
113
$261K 0.07%
7,612
+1,550
114
$261K 0.07%
38,900
-1,500
115
$254K 0.06%
5,800
-1,802
116
$251K 0.06%
1,650
-1,525
117
$244K 0.06%
4,827
-53
118
$242K 0.06%
884
-10
119
$241K 0.06%
+7,050
120
$241K 0.06%
2,135
+60
121
$234K 0.06%
1,449
122
$228K 0.06%
2,000
123
$224K 0.06%
2,250
-54,438
124
$220K 0.05%
836
+65
125
$219K 0.05%
1,515
2 3 4
5
6