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
$389M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.87M
3
+$964K
4
HON icon
Honeywell
HON
+$586K
5
JNJ icon
Johnson & Johnson
JNJ
+$570K

Top Sells

1
+$4.55M
2
+$2.97M
3
+$2.06M
4
GE icon
GE Aerospace
GE
+$363K
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$331K

Sector Composition

1 Financials 16.38%
2 Technology 15.8%
3 Healthcare 13.44%
4 Consumer Staples 9.11%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$228K 0.06%
6,030
-667
127
$215K 0.06%
+1,097
128
$214K 0.06%
1,449
-28
129
$213K 0.05%
+3,882
130
$213K 0.05%
7,502
131
$209K 0.05%
+3,437
132
$206K 0.05%
+771
133
$205K 0.05%
823
-75
134
$194K 0.05%
15,526
135
$152K 0.04%
10,983
-2,200
136
$12K ﹤0.01%
2,450
137
– –
-24,935
138
– –
-4,990
139
– –
-3,965
2 3 4 5
6