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
$227M
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.27M
3
+$1.04M
4
CBU icon
Community Bank
CBU
+$609K
5
EXXI
ENERGY XXI LTD COM SHS
EXXI
+$464K

Top Sells

1
+$4.17M
2
+$2.92M
3
+$2.58M
4
GEN icon
Gen Digital
GEN
+$2.45M
5
EMR icon
Emerson Electric
EMR
+$1.62M

Sector Composition

1 Energy 15.53%
2 Healthcare 13.3%
3 Financials 12%
4 Technology 11.19%
5 Industrials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.4M 3.26%
64,611
+199
2
$7.37M 3.24%
41,604
-329
3
$7.3M 3.21%
84,221
-335
4
$7.16M 3.15%
83,160
+867
5
$6.95M 3.06%
91,905
-1,239
6
$6.47M 2.85%
53,290
-350
7
$5.97M 2.63%
88,013
-669
8
$5.71M 2.52%
202,710
-4,010
9
$5.7M 2.51%
171,339
+13,587
10
$5.67M 2.5%
31,034
-803
11
$5.16M 2.27%
81,124
-86
12
$5.09M 2.24%
142,914
+850
13
$4.98M 2.19%
62,694
+3,405
14
$4.92M 2.16%
67,839
+162
15
$4.14M 1.82%
78,675
+6,525
16
$4.07M 1.79%
64,225
+4,190
17
$4.05M 1.78%
133,950
+15,350
18
$4M 1.76%
141,515
-223
19
$3.98M 1.75%
98,170
+2,975
20
$3.91M 1.72%
42,807
+1,125
21
$3.83M 1.69%
53,451
+4,152
22
$3.81M 1.68%
61,583
+3,585
23
$3.67M 1.61%
28,574
-340
24
$3.62M 1.59%
98,685
+1,000
25
$3.61M 1.59%
212,100
+1,400
1
2 3 4 5