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
$273M
AUM Growth
+$2.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$2.77M
3
+$2.54M
4
VZ icon
Verizon
VZ
+$873K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$551K

Top Sells

1
+$726K
2
+$714K
3
+$685K
4
BCE icon
BCE
BCE
+$528K
5
TJX icon
TJX Companies
TJX
+$382K

Sector Composition

1 Healthcare 18.21%
2 Technology 12.47%
3 Financials 10.21%
4 Consumer Staples 9.89%
5 Energy 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.8M 3.95%
88,986
-5,884
2
$9.98M 3.65%
102,568
-2,361
3
$9.03M 3.3%
176,413
-5,302
4
$8.84M 3.23%
58,564
-1,865
5
$7.93M 2.9%
229,040
+15,920
6
$7.86M 2.87%
50,017
-135
7
$7.52M 2.75%
194,752
-9,900
8
$7.45M 2.72%
77,808
+709
9
$7.22M 2.64%
68,149
-1,627
10
$6.74M 2.46%
85,536
-116
11
$6.4M 2.34%
68,253
+326
12
$6.38M 2.33%
80,015
+530
13
$6.28M 2.3%
262,656
-4,408
14
$6.24M 2.28%
76,644
+5,460
15
$5.96M 2.18%
34,945
+410
16
$5.87M 2.15%
149,416
+13,426
17
$5.71M 2.09%
60,640
+29,375
18
$5.57M 2.04%
53,168
-2,520
19
$5.54M 2.03%
85,827
-2,407
20
$5.53M 2.02%
225,832
-7,300
21
$5.26M 1.93%
22,782
+982
22
$5.25M 1.92%
139,062
-536
23
$5.25M 1.92%
93,984
+15,630
24
$4.92M 1.8%
37,457
-1,701
25
$4.87M 1.78%
60,074
+1,455
1
2 3 4 5