MCM

Maple Capital Management Portfolio holdings

AUM $1.59B
1-Year Est. Return 21.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
+$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$2.28M
3
+$2.26M
4
CVS icon
CVS Health
CVS
+$2M
5
IVZ icon
Invesco
IVZ
+$957K

Top Sells

1
+$5.08M
2
+$1.19M
3
+$1.18M
4
CDNS icon
Cadence Design Systems
CDNS
+$494K
5
AGN
Allergan plc
AGN
+$422K

Sector Composition

1 Healthcare 16.12%
2 Financials 13.55%
3 Industrials 11.93%
4 Technology 11.83%
5 Energy 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,500
127
– –
-9,025
128
– –
-2,336
129
– –
-2,725
130
– –
-3,384
131
– –
-2,421
2 3 4 5
6