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
$676M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$987K
2
+$896K
3
+$881K
4
JPM icon
JPMorgan Chase
JPM
+$870K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$804K

Top Sells

1
+$6.29M
2
+$2.15M
3
+$980K
4
IT icon
Gartner
IT
+$947K
5
COST icon
Costco
COST
+$300K

Sector Composition

1 Technology 26.68%
2 Healthcare 16.59%
3 Financials 15.92%
4 Consumer Discretionary 13.58%
5 Consumer Staples 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,530
102
– –
-38,077
103
– –
-4,357
104
– –
-10,624
1 2 3 4
5