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
$788M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.23M
3
+$798K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$757K
5
UNH icon
UnitedHealth
UNH
+$515K

Top Sells

1
+$12.1M
2
+$1.8M
3
+$483K
4
COST icon
Costco
COST
+$436K
5
LLY icon
Eli Lilly
LLY
+$352K

Sector Composition

1 Technology 29.47%
2 Healthcare 16.4%
3 Financials 15.21%
4 Consumer Discretionary 13.19%
5 Communication Services 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$215K 0.03%
3,345
+2,897
102
$215K 0.03%
3,012
-255
103
$192K 0.02%
13,550
104
$10K ﹤0.01%
10,000
105
– –
-670
106
– –
-119,299
107
– –
-13,368
108
– –
-3,956
109
– –
-859
1 2 3 4
5