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
$292M
AUM Growth
+$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$2.22M
3
+$2.13M
4
CVS icon
CVS Health
CVS
+$2.05M
5
IBB icon
iShares Biotechnology ETF
IBB
+$906K

Top Sells

1
+$5.12M
2
+$1.19M
3
+$1.09M
4
CDNS icon
Cadence Design Systems
CDNS
+$494K
5
AGN
Allergan plc
AGN
+$429K

Sector Composition

1 Healthcare 16.12%
2 Financials 13.55%
3 Industrials 11.93%
4 Technology 11.83%
5 Energy 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.24M 3.16%
94,856
+995
2
$8.59M 2.94%
28,295
-1,415
3
$8.16M 2.79%
64,085
-1,519
4
$8.14M 2.79%
184,461
+2,076
5
$7.74M 2.65%
236,350
-7,050
6
$7.6M 2.6%
242,300
-2,580
7
$7.22M 2.47%
68,883
+19,549
8
$7.17M 2.45%
74,919
+2,513
9
$7.08M 2.42%
214,048
-2,350
10
$6.71M 2.3%
96,184
+428
11
$6.49M 2.22%
69,559
-6
12
$6.43M 2.2%
63,099
+3,255
13
$6.26M 2.14%
75,213
-771
14
$6.15M 2.11%
45,552
+43,223
15
$6.07M 2.08%
123,767
+2,136
16
$6M 2.05%
75,400
+4,285
17
$5.9M 2.02%
87,777
-1,449
18
$5.87M 2.01%
60,877
+2,248
19
$5.75M 1.97%
77,175
+4,275
20
$5.58M 1.91%
214,380
+85,266
21
$5.53M 1.89%
25,275
-250
22
$5.31M 1.82%
38,263
+225
23
$5.25M 1.8%
252,302
+3,200
24
$4.97M 1.7%
159,243
+14,788
25
$4.82M 1.65%
20,362
+525
1
2 3 4 5