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
$318M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$816K
3
+$732K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$597K
5
VSM
Versum Materials, Inc.
VSM
+$457K

Top Sells

1
+$4.85M
2
+$4.48M
3
+$762K
4
SUI icon
Sun Communities
SUI
+$350K
5
EEP
Enbridge Energy Partners
EEP
+$290K

Sector Composition

1 Healthcare 14.13%
2 Financials 14.01%
3 Technology 12.96%
4 Energy 9.21%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.1M 3.81%
101,915
+2,512
2
$11.3M 3.55%
181,600
+2,750
3
$10.7M 3.36%
92,858
+2,813
4
$10.4M 3.25%
68,406
-197
5
$9.36M 2.94%
242,540
+15,480
6
$9.11M 2.86%
289,380
+11,080
7
$9.04M 2.84%
77,255
+1,425
8
$8.44M 2.65%
52,711
+785
9
$7.71M 2.42%
266,200
+2,892
10
$7.4M 2.33%
70,753
+3,058
11
$7.28M 2.29%
193,876
-1,440
12
$7.09M 2.23%
83,933
+1,100
13
$6.85M 2.15%
58,228
+1,171
14
$6.76M 2.12%
85,650
+5,284
15
$6.71M 2.11%
248,607
-2,650
16
$6.58M 2.07%
35,925
+360
17
$6.56M 2.06%
89,216
+926
18
$6.47M 2.03%
118,022
+1,101
19
$6.46M 2.03%
235,906
+10,428
20
$6.21M 1.95%
161,653
+4,002
21
$6.2M 1.95%
68,691
-539
22
$5.85M 1.84%
75,845
+5,077
23
$5.7M 1.79%
106,857
+5,938
24
$5.65M 1.78%
39,305
+373
25
$5.62M 1.77%
81,435
-2,898
1
2 3 4 5