MCM
Maple Capital Management Portfolio holdings
AUM
$1.46B
This Quarter Return
+5.46%
1 Year Return
+17.35%
3 Year Return
+104.42%
5 Year Return
+163.62%
10 Year Return
+366.07%
AUM
$1.31B
AUM Growth
+$1.31B
(+6.4%)
Cap. Flow
+$20.8M
Cap. Flow
% of AUM
1.59%
Top 10 Holdings %
Top 10 Hldgs %
52.4%
Holding
118
New
5
Increased
45
Reduced
54
Closed
7
Top Buys
| 1 |
Amazon
AMZN
|
$5.11M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.9M |
| 3 |
Texas Instruments
TXN
|
$1.79M |
| 4 |
Lockheed Martin
LMT
|
$1.59M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$1.53M |
Top Sells
| 1 |
PepsiCo
PEP
|
$1.91M |
| 2 |
Danaher
DHR
|
$1.05M |
| 3 |
Meta Platforms (Facebook)
META
|
$412K |
| 4 |
Applied Materials
AMAT
|
$392K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$381K |
Sector Composition
| 1 | Technology | 31.87% |
| 2 | Financials | 14.03% |
| 3 | Healthcare | 13.08% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Communication Services | 10.18% |
