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
$400M
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.42M
3
+$1.41M
4
JPM icon
JPMorgan Chase
JPM
+$1.35M
5
SPGI icon
S&P Global
SPGI
+$1.18M

Top Sells

1
+$11.5M
2
+$8.67M
3
+$7.24M
4
ELAN icon
Elanco Animal Health
ELAN
+$5.3M
5
MPC icon
Marathon Petroleum
MPC
+$3.85M

Sector Composition

1 Technology 25.04%
2 Healthcare 18.67%
3 Consumer Staples 12.99%
4 Consumer Discretionary 12.81%
5 Financials 12.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-13,736
102
– –
-4,050
103
– –
-1,731
104
– –
-829
105
– –
-4,243
106
– –
-1,464
107
– –
-7,067
108
– –
-8,000
109
– –
-48,200
110
– –
-13,962
111
– –
-942
112
– –
-2,891
113
– –
-6,125
114
– –
-63,978
115
– –
-1,164
116
– –
-2,290
117
– –
-1,097
118
– –
-11,826
119
– –
-17,226
120
– –
-4,015
121
– –
-11,483
122
– –
-2,000
123
– –
-6,710
124
– –
-5,232
125
– –
-3,455
2 3 4
5
6