MCM
Maple Capital Management Portfolio holdings
AUM $1.29B
This Quarter Return
-4.23%
1 Year Return
+12.95%
3 Year Return
+55.84%
5 Year Return
+186.1%
10 Year Return
+307.86%
AUM
$1.29B
AUM Growth
-$64.3M (-5%)
Cap. Flow
+$9.31M
Cap. Flow % of AUM
0.72%
Top 10 Holdings %Top 10 Hldgs %
51.7%
Holding
127
New
12
Increased
53
Reduced
48
Closed
7
Top Buys
| 1 | $4.79M | |
| 2 | $2.89M | |
| 3 | $2.7M | |
| 4 | $2.3M | |
| 5 | $1.42M |
Top Sells
| 1 | $8.17M | |
| 2 | $1.98M | |
| 3 | $1.31M | |
| 4 | $1.07M | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -863 | Closed | -$213K | |||
| – | – | -7,668 | Closed | -$367K |
