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
$1.36B
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$2.34M
3
+$2.14M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.59M
5
AMZN icon
Amazon
AMZN
+$1.37M

Top Sells

1
+$1.47M
2
+$883K
3
+$734K
4
META icon
Meta Platforms (Facebook)
META
+$622K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$444K

Sector Composition

1 Technology 31.66%
2 Financials 14.81%
3 Consumer Discretionary 11.73%
4 Healthcare 11.42%
5 Communication Services 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$235K 0.02%
568
102
$231K 0.02%
10,194
-110
103
$230K 0.02%
1,293
104
$230K 0.02%
2,175
-135
105
$215K 0.02%
1,171
+7
106
$214K 0.02%
750
107
$214K 0.02%
+1,726
108
$213K 0.02%
863
+85
109
$210K 0.02%
+2,122
110
$204K 0.02%
+1,696
111
$203K 0.01%
+611
112
$202K 0.01%
8,871
-6,231
113
$201K 0.01%
+3,559
114
$134K 0.01%
13,550
115
$37.7K ﹤0.01%
10,000
116
– –
-5,267
117
– –
-2,826
118
– –
-135
119
– –
-906
120
– –
-2,492
1 2 3 4
5