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
$389M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.87M
3
+$964K
4
HON icon
Honeywell
HON
+$586K
5
JNJ icon
Johnson & Johnson
JNJ
+$570K

Top Sells

1
+$4.55M
2
+$2.97M
3
+$2.06M
4
GE icon
GE Aerospace
GE
+$363K
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$331K

Sector Composition

1 Financials 16.38%
2 Technology 15.8%
3 Healthcare 13.44%
4 Consumer Staples 9.11%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.2M 4.42%
201,110
+4,967
2
$15.9M 4.09%
126,332
+4,085
3
$14.4M 3.7%
275,220
-1,420
4
$14.1M 3.62%
100,793
+4,082
5
$13.4M 3.46%
315,970
-2,575
6
$12.6M 3.23%
297,048
-268
7
$12.2M 3.15%
84,828
-646
8
$10.9M 2.79%
58,301
-871
9
$10.8M 2.78%
79,580
-565
10
$10.5M 2.7%
184,189
-2,197
11
$9.79M 2.52%
151,514
+2,821
12
$9.38M 2.41%
61,938
+1,860
13
$9.35M 2.41%
36,103
-242
14
$9.2M 2.37%
311,747
+2,112
15
$8.9M 2.29%
232,868
+48,830
16
$8.74M 2.25%
81,450
-925
17
$8.5M 2.19%
67,895
+1,954
18
$8.24M 2.12%
97,616
+1,450
19
$7.92M 2.04%
66,036
+717
20
$7.21M 1.85%
93,755
+920
21
$7.14M 1.84%
124,410
+4,675
22
$6.86M 1.76%
107,107
+3,019
23
$6.75M 1.74%
222,478
-2,879
24
$6.67M 1.71%
91,958
+188
25
$6.17M 1.59%
116,621
-1,716
1
2 3 4 5