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
$288M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$2.81M
3
+$2.57M
4
DD icon
DuPont de Nemours
DD
+$2.54M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.9M

Top Sells

1
+$3.39M
2
+$2.99M
3
+$2.49M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$678K
5
LPT
Liberty Property Trust
LPT
+$601K

Sector Composition

1 Healthcare 14.52%
2 Financials 12.72%
3 Industrials 12.35%
4 Technology 12.15%
5 Energy 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.44M 3.28%
93,861
-4
2
$8.84M 3.08%
29,710
-1,043
3
$7.8M 2.71%
65,604
-1,071
4
$7.62M 2.65%
244,880
+8,812
5
$7.58M 2.64%
216,398
-2,864
6
$7.42M 2.58%
182,385
+5,325
7
$7.06M 2.46%
95,756
+2,822
8
$6.93M 2.41%
243,400
-2,800
9
$6.75M 2.35%
72,406
-277
10
$6.65M 2.31%
69,565
+230
11
$6.46M 2.25%
75,984
-2,749
12
$6.18M 2.15%
59,844
+5,291
13
$6.16M 2.14%
100,105
-3,990
14
$6.16M 2.14%
58,629
-2,559
15
$5.86M 2.04%
72,900
-465
16
$5.83M 2.03%
71,115
+3,950
17
$5.71M 1.99%
38,038
-325
18
$5.63M 1.96%
121,631
+1,551
19
$5.48M 1.91%
25,525
-1,125
20
$5.37M 1.87%
144,455
+50,605
21
$5.22M 1.82%
89,226
+43,828
22
$5.18M 1.8%
66,370
-4,875
23
$5.09M 1.77%
49,334
+3,060
24
$5.07M 1.76%
103,944
+8,028
25
$4.7M 1.63%
249,102
+42,663
1
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