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
$916M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$3M
3
+$2.59M
4
UNH icon
UnitedHealth
UNH
+$2.39M
5
ACN icon
Accenture
ACN
+$2.1M

Top Sells

1
+$1.66M
2
+$932K
3
+$793K
4
MKC icon
McCormick & Company Non-Voting
MKC
+$746K
5
SBUX icon
Starbucks
SBUX
+$665K

Sector Composition

1 Technology 31.56%
2 Healthcare 16.14%
3 Financials 14.36%
4 Consumer Discretionary 12.46%
5 Communication Services 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$233K 0.03%
+7,170
102
$230K 0.03%
+3,237
103
$206K 0.02%
6,209
-566
104
$202K 0.02%
+3,289
105
$201K 0.02%
301
-225
106
$167K 0.02%
+16,600
107
$6K ﹤0.01%
10,000
108
– –
-2,286
109
– –
-3,345
110
– –
-7,025
111
– –
-2,100
112
– –
-3,460
113
– –
-3,012
1 2 3 4
5