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
$425M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.17M
3
+$814K
4
BA icon
Boeing
BA
+$813K
5
AMZN icon
Amazon
AMZN
+$659K

Top Sells

1
+$6.64M
2
+$5.04M
3
+$3.26M
4
BAC icon
Bank of America
BAC
+$1.96M
5
LLY icon
Eli Lilly
LLY
+$1.1M

Sector Composition

1 Technology 18.89%
2 Healthcare 18.06%
3 Financials 13.68%
4 Consumer Staples 11%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.9M 5.38%
193,934
-3,832
2
$18.3M 4.31%
312,400
+1,120
3
$16.3M 3.83%
342,560
+24,584
4
$16M 3.77%
68,113
-1,377
5
$15.2M 3.58%
190,229
-5,076
6
$14.8M 3.48%
123,202
+2,423
7
$14.1M 3.32%
41,316
+157
8
$14.1M 3.31%
100,694
-1,309
9
$12.1M 2.85%
227,770
-2,929
10
$11.9M 2.81%
49,264
-1,505
11
$11.8M 2.79%
91,307
-8,498
12
$11.8M 2.77%
100,715
-805
13
$10.9M 2.56%
103,620
+2,340
14
$10.6M 2.48%
59,962
+2,760
15
$10.5M 2.47%
85,482
-946
16
$10.4M 2.46%
85,269
+692
17
$10.4M 2.45%
116,940
+7,400
18
$9.29M 2.19%
124,981
+342
19
$9.27M 2.18%
58,317
+668
20
$8.84M 2.08%
216,141
-4,617
21
$8.72M 2.05%
115,730
+3,694
22
$8.67M 2.04%
70,378
-795
23
$8.46M 1.99%
306,550
-70,878
24
$8.36M 1.97%
33,808
+1,372
25
$8.11M 1.91%
76,472
+3,007
1
2 3 4 5