MCM
Maple Capital Management Portfolio holdings
AUM
$1.46B
1-Year Return
17.35%
This Quarter Return
-4.23%
1 Year Return
+17.35%
3 Year Return
+104.42%
5 Year Return
+163.62%
10 Year Return
+366.07%
AUM
$1.29B
AUM Growth
-$64.3M
(-4.7%)
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 |
Berkshire Hathaway Class A
BRK.A
|
$4.79M |
| 2 |
GE Aerospace
GE
|
$2.89M |
| 3 |
Amazon
AMZN
|
$2.7M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.3M |
| 5 |
Colgate-Palmolive
CL
|
$1.42M |
Top Sells
| 1 |
Constellation Brands
STZ
|
$8.17M |
| 2 |
Morgan Stanley
MS
|
$1.98M |
| 3 |
JPMorgan Chase
JPM
|
$1.31M |
| 4 |
Danaher
DHR
|
$1.07M |
| 5 |
Aon
AON
|
$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 | |
|---|---|---|---|---|---|---|
126
Lowe's Companies
LOW
$151B
| – | – |
-863
| Closed | -$213K |
|
127
Vanguard FTSE Developed Markets ETF
VEA
$171B
| – | – |
-7,668
| Closed | -$367K |
|