MCM
Maple Capital Management Portfolio holdings
AUM
$1.46B
This Quarter Return
+11.9%
1 Year Return
+17.35%
3 Year Return
+104.42%
5 Year Return
+163.62%
10 Year Return
+366.07%
AUM
$818M
AUM Growth
+$818M
(+8.4%)
Cap. Flow
+$2M
Cap. Flow
% of AUM
0.24%
Top 10 Holdings %
Top 10 Hldgs %
48.46%
Holding
103
New
7
Increased
43
Reduced
41
Closed
6
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$4.78M |
| 2 |
Air Products & Chemicals
APD
|
$2.71M |
| 3 |
PepsiCo
PEP
|
$1.63M |
| 4 |
NVIDIA
NVDA
|
$1.57M |
| 5 |
Amazon
AMZN
|
$1.41M |
Top Sells
| 1 |
UnitedHealth
UNH
|
$4.38M |
| 2 |
Mastercard
MA
|
$2.95M |
| 3 |
TJX Companies
TJX
|
$2.94M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.22M |
| 5 |
IBM
IBM
|
$1.65M |
Sector Composition
| 1 | Technology | 32.58% |
| 2 | Financials | 15.09% |
| 3 | Healthcare | 14.35% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Communication Services | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
DuPont de Nemours
DD
$32.2B
| – | – |
-3,712
| Closed | -$255K |
|
102
Norfolk Southern
NSC
$62.8B
| – | – |
-943
| Closed | -$232K |
|
103
Waste Management
WM
$91.2B
| – | – |
-1,904
| Closed | -$299K |
|