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
$259M
AUM Growth
+$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.31M
3
+$2.97M
4
BA icon
Boeing
BA
+$2.02M
5
LEA icon
Lear
LEA
+$1.98M

Top Sells

1
+$6.31M
2
+$4M
3
+$3.86M
4
MCK icon
McKesson
MCK
+$3.65M
5
CAG icon
Conagra Brands
CAG
+$2.3M

Sector Composition

1 Energy 14.39%
2 Financials 13.51%
3 Healthcare 12.5%
4 Industrials 11.45%
5 Technology 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.04M 3.49%
91,981
+4,914
2
$8.4M 3.24%
67,693
+3,064
3
$7.76M 3%
79,448
-1,603
4
$7.11M 2.75%
59,792
+1,960
5
$6.93M 2.68%
169,125
-306
6
$6.88M 2.66%
34,414
+4,095
7
$6.76M 2.61%
91,886
+3,785
8
$6.67M 2.58%
220,116
+17,556
9
$5.89M 2.28%
67,749
+135
10
$5.62M 2.17%
67,272
+892
11
$5.45M 2.1%
147,414
-3,550
12
$5.39M 2.08%
79,436
-1,147
13
$5.17M 2%
98,570
+1,650
14
$4.94M 1.91%
89,700
+4,775
15
$4.87M 1.88%
67,098
+1,651
16
$4.77M 1.84%
63,474
+1,282
17
$4.52M 1.75%
46,454
+4,980
18
$4.52M 1.75%
36,016
+16,100
19
$4.5M 1.74%
116,764
+9,964
20
$4.46M 1.72%
+237,400
21
$4.41M 1.7%
43,731
+9,485
22
$4.33M 1.67%
278,675
+48,625
23
$4.33M 1.67%
140,173
-80
24
$4.22M 1.63%
220,136
+6,580
25
$4.04M 1.56%
175,914
+4,727
1
2 3 4 5