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
-$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$2.7M
3
+$2.65M
4
MPC icon
Marathon Petroleum
MPC
+$1.37M
5
ABT icon
Abbott
ABT
+$867K

Top Sells

1
+$11.1M
2
+$1.65M
3
+$939K
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$764K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$588K

Sector Composition

1 Healthcare 17.92%
2 Technology 17.17%
3 Financials 15.28%
4 Consumer Staples 10.78%
5 Consumer Discretionary 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.1M 5.17%
197,766
+394
2
$16.1M 4.14%
311,280
+1,260
3
$14.1M 3.63%
195,305
+11,991
4
$13.2M 3.38%
102,003
+979
5
$13.1M 3.37%
69,490
+2,892
6
$13M 3.34%
120,779
-5,465
7
$12.5M 3.22%
317,976
+6,156
8
$11.5M 2.97%
99,805
+470
9
$11M 2.82%
41,159
+645
10
$10.3M 2.66%
50,769
-305
11
$10.3M 2.65%
230,699
-1,225
12
$10.1M 2.6%
86,428
+2,836
13
$9.61M 2.47%
220,758
-5,158
14
$9.34M 2.4%
84,577
+1,280
15
$9.3M 2.39%
377,428
+14,831
16
$9.28M 2.39%
101,520
+1,060
17
$9.15M 2.35%
101,280
+1,755
18
$8.23M 2.12%
109,540
+35,240
19
$8.08M 2.08%
32,436
+724
20
$8.07M 2.07%
57,202
+1,160
21
$8.03M 2.06%
124,639
-1,471
22
$7.8M 2.01%
112,036
+11,190
23
$7.74M 1.99%
71,173
-272
24
$7.72M 1.99%
84,928
+1,346
25
$7.62M 1.96%
57,649
-3,135
1
2 3 4 5