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
$275M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$3.06M
3
+$1.56M
4
CVS icon
CVS Health
CVS
+$1.22M
5
COR icon
Cencora
COR
+$918K

Top Sells

1
+$4.77M
2
+$1.76M
3
+$1.24M
4
PBCT
People's United Financial Inc
PBCT
+$476K
5
SUSQ
SUSQUEHANNA BANCSHARES INC
SUSQ
+$420K

Sector Composition

1 Energy 15.13%
2 Financials 12.9%
3 Healthcare 12.71%
4 Technology 11.96%
5 Industrials 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.61M 3.5%
91,846
-135
2
$8.62M 3.14%
68,454
+761
3
$7.86M 2.86%
78,057
-1,391
4
$7.7M 2.8%
58,968
-824
5
$7.22M 2.63%
173,149
+4,024
6
$7.13M 2.6%
34,739
+325
7
$6.81M 2.48%
93,713
+1,827
8
$6.55M 2.38%
29,380
+13,708
9
$6.18M 2.25%
69,394
+1,645
10
$6.12M 2.23%
68,499
+1,227
11
$5.94M 2.16%
223,674
+3,558
12
$5.53M 2.01%
145,664
-1,750
13
$5.5M 2%
78,943
-493
14
$5.44M 1.98%
90,575
+875
15
$5.33M 1.94%
304,925
+26,250
16
$5.2M 1.89%
223,844
+3,708
17
$5.12M 1.86%
71,918
+4,820
18
$5.04M 1.84%
48,856
+5,125
19
$5M 1.82%
239,150
+1,750
20
$4.88M 1.78%
119,264
+2,500
21
$4.86M 1.77%
47,324
+870
22
$4.83M 1.76%
99,195
+625
23
$4.79M 1.74%
70,575
+10,730
24
$4.74M 1.72%
37,250
+1,234
25
$4.62M 1.68%
139,502
-671
1
2 3 4 5