MCM

Maple Capital Management Portfolio holdings

AUM $1.52B
1-Year Est. Return 19.89%
This Quarter Est. Return
1 Year Est. Return
+19.89%
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
101
$272K 0.02%
+3,384
102
$271K 0.02%
3,015
-165
103
$270K 0.02%
643
-36
104
$269K 0.02%
1,693
-3
105
$257K 0.02%
+762
106
$252K 0.02%
1,156
-15
107
$249K 0.02%
8,808
-63
108
$242K 0.02%
+4,737
109
$241K 0.02%
573
+5
110
$236K 0.02%
+2,546
111
$233K 0.02%
1,269
-44,510
112
$225K 0.02%
2,013
-162
113
$221K 0.02%
9,549
-645
114
$220K 0.02%
2,097
-25
115
$214K 0.02%
+460
116
$210K 0.02%
1,256
-207
117
$210K 0.02%
547
-193
118
$193K 0.01%
+10,000
119
$144K 0.01%
14,358
+808
120
$43.7K ﹤0.01%
10,000
121
– –
-3,559
122
– –
-1,492
123
– –
-1,726
124
– –
-611
125
– –
-863
2 3 4
5
6