MCM
Maple Capital Management Portfolio holdings
AUM
$1.46B
This Quarter Return
+12.81%
1 Year Return
+17.35%
3 Year Return
+104.42%
5 Year Return
+163.62%
10 Year Return
+366.07%
AUM
$918M
AUM Growth
+$918M
(+12%)
Cap. Flow
+$5.97M
Cap. Flow
% of AUM
0.65%
Top 10 Holdings %
Top 10 Hldgs %
50.05%
Holding
101
New
4
Increased
45
Reduced
36
Closed
6
Top Buys
| 1 |
Intuitive Surgical
ISRG
|
$5.72M |
| 2 |
Apple
AAPL
|
$2.62M |
| 3 |
Meta Platforms (Facebook)
META
|
$1.19M |
| 4 |
Amazon
AMZN
|
$1.08M |
| 5 |
Microsoft
MSFT
|
$897K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$6.37M |
| 2 |
PNC Financial Services
PNC
|
$2.2M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.87M |
| 4 |
Danaher
DHR
|
$987K |
| 5 |
Starbucks
SBUX
|
$975K |
Sector Composition
| 1 | Technology | 33.49% |
| 2 | Healthcare | 14.46% |
| 3 | Financials | 14.16% |
| 4 | Consumer Discretionary | 11.26% |
| 5 | Communication Services | 9.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Valero Energy
VLO
$47.2B
| – | – |
-1,773
| Closed | -$248K |
|