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
$425M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.17M
3
+$814K
4
BA icon
Boeing
BA
+$813K
5
AMZN icon
Amazon
AMZN
+$659K

Top Sells

1
+$6.64M
2
+$5.04M
3
+$3.26M
4
BAC icon
Bank of America
BAC
+$1.96M
5
LLY icon
Eli Lilly
LLY
+$1.1M

Sector Composition

1 Technology 18.89%
2 Healthcare 18.06%
3 Financials 13.68%
4 Consumer Staples 11%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$273K 0.06%
1,782
+71
102
$273K 0.06%
10,501
+576
103
$269K 0.06%
5,375
+400
104
$262K 0.06%
5,903
-3,459
105
$259K 0.06%
+1,428
106
$258K 0.06%
+1,465
107
$254K 0.06%
900
108
$250K 0.06%
+2,905
109
$249K 0.06%
16,177
-6,528
110
$242K 0.06%
2,139
-105
111
$237K 0.06%
+2,000
112
$231K 0.05%
+20,460
113
$229K 0.05%
3,349
-1,676
114
$227K 0.05%
+2,825
115
$225K 0.05%
+1,360
116
$223K 0.05%
+1,339
117
$208K 0.05%
7,343
118
$204K 0.05%
865
119
$201K 0.05%
+2,401
120
$186K 0.04%
+300
121
$128K 0.03%
2,563
-5,123
122
$17K ﹤0.01%
+1,096
123
– –
-3,461
124
– –
-3,300
125
– –
-13,089
2 3 4
5
6