MCM

Maple Capital Management Portfolio holdings

AUM $1.59B
1-Year Est. Return 21.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$617M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$4.79M
3
+$4.37M
4
META icon
Meta Platforms (Facebook)
META
+$4.19M
5
NEE icon
NextEra Energy
NEE
+$3.27M

Top Sells

1
+$6.14M
2
+$680K
3
+$680K
4
DHR icon
Danaher
DHR
+$653K
5
MA icon
Mastercard
MA
+$363K

Sector Composition

1 Technology 26.65%
2 Healthcare 16.95%
3 Financials 13.9%
4 Consumer Discretionary 13.5%
5 Consumer Staples 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$208K 0.03%
+7,446
102
$117K 0.02%
2,536
-187
103
$14K ﹤0.01%
11,224
+600
104
$9K ﹤0.01%
10,000
105
– –
-2,409
1 2 3 4
5