MCM
Maple Capital Management Portfolio holdings
AUM
$1.46B
This Quarter Return
+12.11%
1 Year Return
+17.35%
3 Year Return
+104.42%
5 Year Return
+163.62%
10 Year Return
+366.07%
AUM
$999M
AUM Growth
+$999M
(+14%)
Cap. Flow
+$21.4M
Cap. Flow
% of AUM
2.14%
Top 10 Holdings %
Top 10 Hldgs %
51.27%
Holding
104
New
7
Increased
57
Reduced
30
Closed
4
Top Buys
| 1 |
Home Depot
HD
|
$5.2M |
| 2 |
Air Products & Chemicals
APD
|
$5.04M |
| 3 |
Chevron
CVX
|
$4.02M |
| 4 |
Lockheed Martin
LMT
|
$3.23M |
| 5 |
Intuitive Surgical
ISRG
|
$2.7M |
Top Sells
| 1 |
Eli Lilly
LLY
|
$1.7M |
| 2 |
Veralto
VLTO
|
$1.52M |
| 3 |
PNC Financial Services
PNC
|
$1.28M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$1.14M |
| 5 |
IBM
IBM
|
$1.05M |
Sector Composition
| 1 | Technology | 31.54% |
| 2 | Healthcare | 14.39% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Communication Services | 9.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Becton Dickinson
BDX
$55.3B
| – | – |
-841
| Closed | -$217K |
|
102
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
| – | – |
-4,000
| Closed | -$377K |
|
|
103
Veralto
VLTO
$26.4B
| – | – |
-17,946
| Closed | -$1.52M |
|
104
Vanguard Total Stock Market ETF
VTI
$526B
| – | – |
-948
| Closed | -$201K |
|