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
$308M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$4.19M
3
+$1.43M
4
SLB icon
SLB Ltd
SLB
+$1.11M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$838K

Top Sells

1
+$1.13M
2
+$546K
3
+$332K
4
COR icon
Cencora
COR
+$275K
5
EEP
Enbridge Energy Partners
EEP
+$240K

Sector Composition

1 Healthcare 16.78%
2 Technology 12.72%
3 Financials 11.16%
4 Energy 9.09%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.6M 3.45%
90,045
+1,059
2
$10.4M 3.38%
99,403
-3,165
3
$10.3M 3.34%
178,850
+2,437
4
$9.74M 3.16%
68,603
+10,039
5
$8.82M 2.86%
227,060
-1,980
6
$7.92M 2.57%
51,926
+1,909
7
$7.44M 2.41%
263,308
+652
8
$7.36M 2.39%
67,695
-454
9
$7.3M 2.37%
195,316
+564
10
$7.15M 2.32%
80,366
+2,558
11
$7.09M 2.3%
88,290
+2,754
12
$6.83M 2.22%
75,830
-814
13
$6.78M 2.2%
278,300
+173,100
14
$6.67M 2.16%
157,651
+8,235
15
$6.49M 2.11%
35,565
+620
16
$6.43M 2.09%
82,833
+2,818
17
$6.05M 1.96%
225,478
-354
18
$6.04M 1.96%
69,230
+977
19
$5.87M 1.9%
57,057
+3,889
20
$5.59M 1.81%
70,768
+10,128
21
$5.46M 1.77%
79,729
+3,726
22
$5.41M 1.76%
38,932
+1,475
23
$5.39M 1.75%
84,333
-1,494
24
$5.37M 1.74%
23,309
+527
25
$5.26M 1.71%
61,643
+1,569
1
2 3 4 5