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
$275M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$3.57M
2 +$3.06M
3 +$1.56M
4
CVS icon
CVS Health
CVS
+$1.22M
5
COR icon
Cencora
COR
+$918K

Sector Composition

1 Energy 15.13%
2 Financials 12.9%
3 Healthcare 12.71%
4 Technology 11.96%
5 Industrials 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,990
127
-63,474