MCM
Maple Capital Management Portfolio holdings
AUM
$1.46B
This Quarter Return
+7.81%
1 Year Return
+17.35%
3 Year Return
+104.42%
5 Year Return
+163.62%
10 Year Return
+366.07%
AUM
$755M
AUM Growth
+$755M
(-4.7%)
Cap. Flow
-$15.2M
Cap. Flow
% of AUM
-2.01%
Top 10 Holdings %
Top 10 Hldgs %
47.7%
Holding
101
New
3
Increased
48
Reduced
38
Closed
5
Top Buys
| 1 |
Home Depot
HD
|
$4.69M |
| 2 |
NVIDIA
NVDA
|
$3.51M |
| 3 |
Amazon
AMZN
|
$3.07M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$558K |
| 5 |
Honeywell
HON
|
$486K |
Top Sells
| 1 |
Starbucks
SBUX
|
$13.3M |
| 2 |
Adobe
ADBE
|
$6.59M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$4.13M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$2.93M |
| 5 |
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% |