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
$401M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$6.83M
3
+$6.5M
4
UNH icon
UnitedHealth
UNH
+$5.48M
5
TXN icon
Texas Instruments
TXN
+$3.53M

Top Sells

1
+$5.42M
2
+$3.03M
3
+$2.14M
4
GE icon
GE Aerospace
GE
+$1.62M
5
RTX icon
RTX Corp
RTX
+$1.16M

Sector Composition

1 Technology 16.88%
2 Financials 16.84%
3 Healthcare 15.47%
4 Consumer Staples 8.37%
5 Communication Services 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$216K 0.05%
+3,965
127
$215K 0.05%
+3,240
128
$214K 0.05%
+4,369
129
$213K 0.05%
7,502
130
$213K 0.05%
3,650
131
$211K 0.05%
3,561
-321
132
$172K 0.04%
15,526
133
$168K 0.04%
19,430
-14,350
134
$9K ﹤0.01%
2,450
135
– –
-3,425
136
– –
-12,875
137
– –
-823
138
– –
-24,315
139
– –
-8,019
140
– –
-1,097
141
– –
-2,175
142
– –
-3,437
143
– –
-6,030
144
– –
-10,983
2 3 4 5
6