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
$1.29B
AUM Growth
-$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$2.89M
3
+$2.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.3M
5
CL icon
Colgate-Palmolive
CL
+$1.42M

Top Sells

1
+$8.17M
2
+$1.98M
3
+$1.31M
4
DHR icon
Danaher
DHR
+$1.07M
5
AON icon
Aon
AON
+$946K

Sector Composition

1 Technology 29.39%
2 Financials 15.54%
3 Healthcare 12.63%
4 Consumer Discretionary 11.48%
5 Communication Services 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYG icon
101
SPDR Portfolio S&P 500 Growth ETF
SPYG
$44.1B
$272K 0.02%
+3,384
MDT icon
102
Medtronic
MDT
$120B
$271K 0.02%
3,015
-165
DIA icon
103
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.7B
$270K 0.02%
643
-36
PM icon
104
Philip Morris
PM
$233B
$269K 0.02%
1,693
-3
TT icon
105
Trane Technologies
TT
$94.9B
$257K 0.02%
+762
AMT icon
106
American Tower
AMT
$85.6B
$252K 0.02%
1,156
-15
T icon
107
AT&T
T
$183B
$249K 0.02%
8,808
-63
SPMD icon
108
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.6B
$242K 0.02%
+4,737
IDXX icon
109
Idexx Laboratories
IDXX
$50.8B
$241K 0.02%
573
+5
IVW icon
110
iShares S&P 500 Growth ETF
IVW
$68.7B
$236K 0.02%
+2,546
STZ icon
111
Constellation Brands
STZ
$23.5B
$233K 0.02%
1,269
-44,510
PLD icon
112
Prologis
PLD
$117B
$225K 0.02%
2,013
-162
SCHZ icon
113
Schwab US Aggregate Bond ETF
SCHZ
$9.07B
$221K 0.02%
9,549
-645
COP icon
114
ConocoPhillips
COP
$108B
$220K 0.02%
2,097
-25
LIN icon
115
Linde
LIN
$208B
$214K 0.02%
+460
AVGO icon
116
Broadcom
AVGO
$1.76T
$210K 0.02%
1,256
-207
ADBE icon
117
Adobe
ADBE
$151B
$210K 0.02%
547
-193
BEN icon
118
Franklin Resources
BEN
$12.1B
$193K 0.01%
+10,000
F icon
119
Ford
F
$52.3B
$144K 0.01%
14,358
+808
GGN
120
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$735M
$43.7K ﹤0.01%
10,000
AON icon
121
Aon
AON
$71.1B
– –
-2,634
BMY icon
122
Bristol-Myers Squibb
BMY
$87.2B
– –
-3,559
CTAS icon
123
Cintas
CTAS
$76.3B
– –
-1,492
EMR icon
124
Emerson Electric
EMR
$75.7B
– –
-1,726
ETN icon
125
Eaton
ETN
$146B
– –
-611
2 3 4
5
6