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
$270M
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.62M
3
+$1.26M
4
DD icon
DuPont de Nemours
DD
+$1.11M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.05M

Top Sells

1
+$4.69M
2
+$929K
3
+$744K
4
EAT icon
Brinker International
EAT
+$653K
5
AFSI
AmTrust Financial Services, Inc.
AFSI
+$567K

Sector Composition

1 Healthcare 16.8%
2 Technology 12.66%
3 Financials 12.6%
4 Industrials 10.8%
5 Energy 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.81M 3.26%
94,330
-526
2
$8.19M 3.03%
185,002
+541
3
$7.23M 2.68%
202,552
-11,496
4
$7.03M 2.6%
72,822
+3,939
5
$7M 2.59%
57,930
-6,155
6
$6.94M 2.57%
251,824
+9,524
7
$6.88M 2.55%
218,350
-18,000
8
$6.76M 2.5%
24,878
-3,417
9
$6.74M 2.5%
75,604
+685
10
$6.74M 2.5%
74,789
+11,690
11
$6.55M 2.43%
45,307
-245
12
$6.52M 2.42%
214,380
13
$6.41M 2.38%
68,008
-1,551
14
$6.03M 2.23%
75,985
+585
15
$5.24M 1.94%
70,465
-4,748
16
$5.2M 1.92%
72,450
-4,725
17
$5.16M 1.91%
128,376
+4,609
18
$5.03M 1.86%
89,864
-6,320
19
$4.95M 1.83%
52,145
+9,385
20
$4.89M 1.81%
62,042
+1,165
21
$4.72M 1.75%
153,106
-6,137
22
$4.62M 1.71%
84,817
-2,960
23
$4.56M 1.69%
241,077
-11,225
24
$4.54M 1.68%
138,048
-3,225
25
$4.51M 1.67%
26,350
+1,075
1
2 3 4 5