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
$1.23B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$10.9M
3
+$6.22M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$3.52M
5
CVX icon
Chevron
CVX
+$2.65M

Top Sells

1
+$11.8M
2
+$7.56M
3
+$5.41M
4
AMAT icon
Applied Materials
AMAT
+$969K
5
STZ icon
Constellation Brands
STZ
+$684K

Sector Composition

1 Technology 32.68%
2 Financials 13.29%
3 Healthcare 12.78%
4 Consumer Discretionary 11.04%
5 Communication Services 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$280K 0.02%
1,066
+217
102
$277K 0.02%
568
-37
103
$269K 0.02%
+3,988
104
$269K 0.02%
2,395
-233
105
$262K 0.02%
3,539
-347
106
$251K 0.02%
+1,469
107
$227K 0.02%
1,169
+5
108
$224K 0.02%
+4,963
109
$220K 0.02%
+2,381
110
$206K 0.02%
750
111
$205K 0.02%
+1,485
112
$176K 0.01%
14,050
-51
113
$40.5K ﹤0.01%
10,000
114
– –
-5,299
115
– –
-5,912
116
– –
-3,158
117
– –
-1,784
118
– –
-5,018
119
– –
-630
1 2 3 4
5