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
$405M
AUM Growth
+$3.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$3.23M
3
+$3.09M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.21M
5
UNH icon
UnitedHealth
UNH
+$1.02M

Top Sells

1
+$6.25M
2
+$4.39M
3
+$2.69M
4
AGN
Allergan plc
AGN
+$2.49M
5
GE icon
GE Aerospace
GE
+$1.2M

Sector Composition

1 Technology 17.14%
2 Financials 16.05%
3 Healthcare 15.45%
4 Consumer Staples 8.13%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.3M 4.77%
195,810
-5,974
2
$17.2M 4.25%
308,160
+21,620
3
$16.3M 4.03%
123,808
-1,009
4
$14.3M 3.53%
308,508
-3,152
5
$12.5M 3.09%
103,058
+1,152
6
$12.4M 3.07%
63,258
+845
7
$11.8M 2.91%
56,355
-2,741
8
$11.4M 2.82%
41,375
+2,692
9
$11.4M 2.81%
186,304
+4,867
10
$11.3M 2.8%
84,015
-643
11
$11M 2.73%
231,978
+3,720
12
$10.9M 2.69%
80,880
-1,335
13
$10.6M 2.61%
237,616
-21,615
14
$10.3M 2.54%
365,572
+13,025
15
$9.4M 2.32%
142,334
-10,380
16
$8.93M 2.21%
70,624
+769
17
$8.79M 2.17%
100,533
+1,743
18
$8.66M 2.14%
52,962
+4,137
19
$8.52M 2.1%
99,808
+370
20
$8.34M 2.06%
76,591
+2,959
21
$8.29M 2.05%
60,038
+3,879
22
$7.83M 1.93%
92,175
+4,683
23
$7.57M 1.87%
56,893
+3,931
24
$7.31M 1.8%
29,782
+4,165
25
$6.97M 1.72%
63,234
+29,250
1
2 3 4 5