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
-$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$2.7M
3
+$2.65M
4
MPC icon
Marathon Petroleum
MPC
+$1.37M
5
ABT icon
Abbott
ABT
+$867K

Top Sells

1
+$11.1M
2
+$1.65M
3
+$939K
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$764K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$588K

Sector Composition

1 Healthcare 17.92%
2 Technology 17.17%
3 Financials 15.28%
4 Consumer Staples 10.78%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$257K 0.07%
4,920
-300
102
$256K 0.07%
4,000
-409
103
$254K 0.07%
8,370
+950
104
$251K 0.06%
1,636
-100
105
$249K 0.06%
3,300
-50
106
$246K 0.06%
2,244
-101
107
$234K 0.06%
9,925
+838
108
$233K 0.06%
+1,491
109
$229K 0.06%
1,711
+131
110
$227K 0.06%
4,975
-25
111
$225K 0.06%
900
+129
112
$216K 0.06%
3,461
-150
113
$203K 0.05%
7,343
114
$113K 0.03%
14,806
-700
115
– –
-1,525
116
– –
-1,915
117
– –
-3,531
118
– –
-3,145
119
– –
-1,449
120
– –
-1,333
121
– –
-1,175
122
– –
-3,075
123
– –
-12,700
124
– –
-1,097
125
– –
-18,900
2 3 4
5
6