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
$405M
AUM Growth
+$3.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$3.23M
3
+$3.09M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.21M
5
UNH icon
UnitedHealth
UNH
+$1.02M

Top Sells

1
+$6.25M
2
+$4.39M
3
+$2.69M
4
AGN
Allergan plc
AGN
+$2.49M
5
GE icon
GE Aerospace
GE
+$1.2M

Sector Composition

1 Technology 17.14%
2 Financials 16.05%
3 Healthcare 15.45%
4 Consumer Staples 8.13%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$312K 0.08%
6,736
-350
102
$300K 0.07%
5,320
-400
103
$295K 0.07%
11,664
+1,100
104
$292K 0.07%
20,060
-3,225
105
$283K 0.07%
10,931
-900
106
$276K 0.07%
1,418
-301
107
$270K 0.07%
1,650
108
$264K 0.07%
6,255
+76
109
$261K 0.06%
7,720
-4,510
110
$258K 0.06%
2,000
111
$257K 0.06%
3,500
-1,750
112
$252K 0.06%
869
-15
113
$252K 0.06%
3,650
114
$249K 0.06%
2,210
+75
115
$248K 0.06%
3,561
116
$247K 0.06%
1,449
117
$245K 0.06%
5,700
-100
118
$240K 0.06%
1,515
119
$236K 0.06%
4,778
-49
120
$232K 0.06%
+2,330
121
$230K 0.06%
1,550
-600
122
$229K 0.06%
7,502
123
$228K 0.06%
3,531
+239
124
$222K 0.05%
+1,655
125
$219K 0.05%
+20,250
2 3 4
5
6