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
$445M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.12M
3
+$1.08M
4
AMZN icon
Amazon
AMZN
+$966K
5
UNH icon
UnitedHealth
UNH
+$816K

Top Sells

1
+$6.08M
2
+$2.66M
3
+$1.4M
4
OXY icon
Occidental Petroleum
OXY
+$1.25M
5
LLY icon
Eli Lilly
LLY
+$500K

Sector Composition

1 Technology 18.78%
2 Healthcare 17.63%
3 Financials 15.11%
4 Consumer Staples 11.21%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.2M 5.89%
195,640
+1,706
2
$17.9M 4.02%
67,728
-385
3
$17.4M 3.9%
350,672
+8,112
4
$17.3M 3.88%
319,380
+6,980
5
$16M 3.6%
190,335
+106
6
$15.1M 3.39%
125,161
+1,959
7
$15M 3.38%
41,062
-254
8
$14.1M 3.17%
101,222
+528
9
$12.8M 2.88%
101,120
+405
10
$12.8M 2.88%
48,468
-796
11
$12.7M 2.86%
240,862
+13,092
12
$12M 2.7%
127,140
+10,200
13
$11.9M 2.67%
86,421
+939
14
$11.7M 2.63%
63,424
+3,462
15
$11.4M 2.57%
106,507
+2,887
16
$11.1M 2.5%
132,667
+7,686
17
$11M 2.48%
84,096
-1,173
18
$10.2M 2.3%
58,699
+382
19
$9.95M 2.24%
213,086
-3,055
20
$9.73M 2.19%
125,496
+9,766
21
$9.62M 2.16%
86,790
-4,517
22
$9.3M 2.09%
320,809
+14,259
23
$9.06M 2.04%
37,151
+3,343
24
$9.02M 2.03%
78,611
+2,139
25
$8.86M 1.99%
71,156
+778
1
2 3 4 5