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
$264M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$769K
2
+$612K
3
+$382K
4
DFS
Discover Financial Services
DFS
+$367K
5
HAL icon
Halliburton
HAL
+$356K

Top Sells

1
+$4.85M
2
+$3.27M
3
+$1.03M
4
NFX
Newfield Exploration
NFX
+$918K
5
WFT
Weatherford International plc
WFT
+$832K

Sector Composition

1 Energy 14.57%
2 Healthcare 14.07%
3 Financials 13.57%
4 Technology 11.33%
5 Industrials 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.87M 3.74%
92,636
+790
2
$8.35M 3.16%
67,988
-466
3
$8.03M 3.04%
173,284
+135
4
$7.24M 2.74%
30,001
+621
5
$7.23M 2.74%
76,852
-1,205
6
$7.02M 2.66%
58,823
-145
7
$6.85M 2.6%
34,189
-550
8
$6.57M 2.49%
222,082
-1,592
9
$6.38M 2.42%
68,519
+20
10
$6.14M 2.33%
92,402
-1,311
11
$6.12M 2.32%
71,548
+2,154
12
$5.58M 2.11%
221,392
-2,452
13
$5.49M 2.08%
93,325
+2,750
14
$5.42M 2.05%
106,720
+7,525
15
$5.19M 1.97%
301,675
-3,250
16
$4.96M 1.88%
71,978
+60
17
$4.93M 1.87%
118,529
-735
18
$4.93M 1.87%
148,189
+2,525
19
$4.87M 1.85%
38,224
+974
20
$4.84M 1.83%
70,775
+200
21
$4.8M 1.82%
241,050
+1,900
22
$4.67M 1.77%
67,415
+8,840
23
$4.67M 1.77%
49,858
+1,002
24
$4.58M 1.74%
46,599
-725
25
$4.55M 1.72%
70,658
+5,702
1
2 3 4 5