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
$339M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2M
3
+$1.68M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.58M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.29M

Top Sells

1
+$5.59M
2
+$1.97M
3
+$789K
4
APD icon
Air Products & Chemicals
APD
+$665K
5
SUI icon
Sun Communities
SUI
+$578K

Sector Composition

1 Healthcare 14.65%
2 Technology 14.21%
3 Financials 13.8%
4 Consumer Staples 9.16%
5 Energy 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.6M 4.02%
115,252
+13,337
2
$12.8M 3.78%
194,329
+12,729
3
$12.2M 3.61%
98,271
+5,413
4
$10.9M 3.21%
261,840
+19,300
5
$10.2M 3.02%
71,551
+3,145
6
$9.7M 2.87%
57,862
+5,151
7
$9.51M 2.81%
264,840
-1,360
8
$9.46M 2.79%
78,670
+1,415
9
$9.14M 2.7%
311,559
+22,179
10
$8.52M 2.52%
83,033
-900
11
$7.86M 2.32%
70,271
-482
12
$7.56M 2.23%
191,218
-2,658
13
$7.56M 2.23%
36,600
+675
14
$7.49M 2.21%
89,011
-205
15
$7.22M 2.13%
130,597
+12,575
16
$7.18M 2.12%
66,875
+8,647
17
$7.17M 2.12%
161,446
-207
18
$6.88M 2.03%
87,650
+2,000
19
$6.43M 1.9%
57,153
+5,780
20
$6.42M 1.9%
81,785
+5,940
21
$6.32M 1.87%
708,750
+90,450
22
$6.21M 1.83%
244,607
-4,000
23
$5.67M 1.67%
116,251
+9,394
24
$5.66M 1.67%
82,735
+10,525
25
$5.64M 1.66%
79,827
-1,608
1
2 3 4 5