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
$755M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$3.61M
3
+$3.52M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$557K
5
HON icon
Honeywell
HON
+$460K

Top Sells

1
+$12.6M
2
+$6.26M
3
+$4.15M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.87M
5
LLY icon
Eli Lilly
LLY
+$585K

Sector Composition

1 Technology 28.9%
2 Healthcare 17.46%
3 Financials 16.19%
4 Consumer Discretionary 11.19%
5 Consumer Staples 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,000
1 2 3 4
5