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
$401M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$6.83M
3
+$6.5M
4
UNH icon
UnitedHealth
UNH
+$5.48M
5
TXN icon
Texas Instruments
TXN
+$3.53M

Top Sells

1
+$5.42M
2
+$3.03M
3
+$2.14M
4
GE icon
GE Aerospace
GE
+$1.62M
5
RTX icon
RTX Corp
RTX
+$1.16M

Sector Composition

1 Technology 16.88%
2 Financials 16.84%
3 Healthcare 15.47%
4 Consumer Staples 8.37%
5 Communication Services 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.4M 4.59%
201,784
+674
2
$15.2M 3.79%
124,817
-1,515
3
$14.8M 3.68%
286,540
+11,320
4
$13.1M 3.26%
311,660
+14,612
5
$13.1M 3.25%
101,906
+1,113
6
$12.8M 3.19%
84,658
-170
7
$11.1M 2.78%
59,096
+795
8
$11.1M 2.76%
82,215
+2,635
9
$10.9M 2.72%
62,413
+475
10
$10.9M 2.71%
181,437
-2,752
11
$10.9M 2.71%
38,683
+2,580
12
$10.6M 2.64%
352,547
+40,800
13
$10.4M 2.59%
152,714
+1,200
14
$9.78M 2.44%
259,231
-56,739
15
$9.31M 2.32%
228,258
-4,610
16
$8.57M 2.14%
98,790
+74,876
17
$8.3M 2.07%
87,492
+6,042
18
$8.04M 2%
73,632
+7,596
19
$7.97M 1.99%
69,855
+1,960
20
$7.78M 1.94%
56,159
+49,298
21
$7.69M 1.92%
99,438
+1,822
22
$7.5M 1.87%
+48,825
23
$7.04M 1.76%
97,935
+4,180
24
$6.98M 1.74%
120,585
-3,825
25
$6.98M 1.74%
219,793
-2,685
1
2 3 4 5