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
$465M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$3.19M
3
+$2.41M
4
CME icon
CME Group
CME
+$974K
5
DD icon
DuPont de Nemours
DD
+$919K

Top Sells

1
+$14M
2
+$654K
3
+$499K
4
DHR icon
Danaher
DHR
+$456K
5
GMS
GMS Inc
GMS
+$373K

Sector Composition

1 Technology 20.89%
2 Healthcare 16.88%
3 Financials 15.93%
4 Consumer Staples 11.82%
5 Consumer Discretionary 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$278K 0.06%
937
-35
102
$272K 0.06%
1,384
-125
103
$270K 0.06%
6,710
-53
104
$261K 0.06%
5,525
+1,325
105
$244K 0.05%
1,610
+25
106
$240K 0.05%
2,060
-175
107
$238K 0.05%
+3,846
108
$234K 0.05%
6,590
-600
109
$234K 0.05%
8,684
-2,986
110
$228K 0.05%
+3,130
111
$222K 0.05%
743
+58
112
$216K 0.05%
7,267
113
$209K 0.05%
1,164
+75
114
$209K 0.05%
17,670
-5,310
115
$207K 0.04%
3,125
116
$201K 0.04%
865
117
$138K 0.03%
3,104
+381
118
$85K 0.02%
300
-4
119
$30K 0.01%
1,096
120
– –
-4,563
121
– –
-3,650
122
– –
-11,520
123
– –
-734
124
– –
-1,482
125
– –
-2,250
2 3 4
5
6