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

Top Buys

1 +$4.69M
2 +$3.51M
3 +$3.07M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$558K
5
HON icon
Honeywell
HON
+$486K

Top Sells

1 +$13.3M
2 +$6.59M
3 +$4.13M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.93M
5
LLY icon
Eli Lilly
LLY
+$603K

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