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
$517M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$6.28M
3
+$2.68M
4
ACN icon
Accenture
ACN
+$1.28M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$672K

Top Sells

1
+$757K
2
+$657K
3
+$612K
4
CELG
Celgene Corp
CELG
+$447K
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$406K

Sector Composition

1 Technology 21.04%
2 Healthcare 17.28%
3 Financials 16.54%
4 Consumer Staples 11.9%
5 Consumer Discretionary 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$288K 0.06%
5,436
102
$284K 0.05%
1,975
103
$283K 0.05%
13,962
-3,363
104
$271K 0.05%
1,234
-150
105
$268K 0.05%
829
+86
106
$264K 0.05%
6,840
+250
107
$256K 0.05%
4,015
+169
108
$249K 0.05%
2,891
-239
109
$243K 0.05%
1,464
-146
110
$243K 0.05%
9,084
+400
111
$233K 0.05%
2,000
-60
112
$232K 0.04%
781
-84
113
$226K 0.04%
1,164
114
$223K 0.04%
+3,455
115
$222K 0.04%
+1,097
116
$221K 0.04%
17,226
-444
117
$217K 0.04%
+2,290
118
$208K 0.04%
+3,481
119
$207K 0.04%
+5,232
120
$201K 0.04%
+942
121
$151K 0.03%
2,723
-381
122
$32K 0.01%
+10,624
123
– –
-27,000
124
– –
-1,096
125
– –
-3,125
2 3 4
5
6