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
$445M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.12M
3
+$1.08M
4
AMZN icon
Amazon
AMZN
+$966K
5
UNH icon
UnitedHealth
UNH
+$816K

Top Sells

1
+$6.08M
2
+$2.66M
3
+$1.4M
4
OXY icon
Occidental Petroleum
OXY
+$1.25M
5
LLY icon
Eli Lilly
LLY
+$500K

Sector Composition

1 Technology 18.78%
2 Healthcare 17.63%
3 Financials 15.11%
4 Consumer Staples 11.21%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$275K 0.06%
2,000
102
$273K 0.06%
+6,100
103
$269K 0.06%
22,980
+2,520
104
$267K 0.06%
1,460
+100
105
$262K 0.06%
1,509
-60
106
$261K 0.06%
1,352
+13
107
$258K 0.06%
2,235
+96
108
$253K 0.06%
7,190
-930
109
$246K 0.06%
1,585
-197
110
$240K 0.05%
3,650
-1,400
111
$231K 0.05%
2,802
-23
112
$218K 0.05%
7,267
-76
113
$218K 0.05%
2,354
-1,021
114
$217K 0.05%
+2,581
115
$217K 0.05%
+1,089
116
$209K 0.05%
+4,200
117
$208K 0.05%
4,563
-1,340
118
$205K 0.05%
2,250
-655
119
$202K 0.05%
865
120
$202K 0.05%
+734
121
$202K 0.05%
+685
122
$200K 0.04%
+3,125
123
$162K 0.04%
11,520
-4,657
124
$143K 0.03%
2,723
+160
125
$118K 0.03%
304
+4
2 3 4
5
6