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
$517M
AUM Growth
+$52.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$6.28M
3
+$2.68M
4
ACN icon
Accenture
ACN
+$1.28M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$672K

Top Sells

1
+$757K
2
+$657K
3
+$612K
4
CELG
Celgene Corp
CELG
+$447K
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$406K

Sector Composition

1 Technology 21.04%
2 Healthcare 17.28%
3 Financials 16.54%
4 Consumer Staples 11.9%
5 Consumer Discretionary 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.7M 5.94%
194,979
-1,663
2
$25.2M 4.87%
343,228
-4,668
3
$22.2M 4.3%
332,660
+5,620
4
$20.5M 3.96%
68,628
+210
5
$16.7M 3.23%
192,294
+1,284
6
$15.3M 2.96%
72,680
+6,098
7
$15.2M 2.93%
248,139
-59
8
$14.8M 2.85%
101,134
+787
9
$14.7M 2.84%
49,947
+671
10
$14.5M 2.81%
40,981
-157
11
$14.3M 2.77%
89,780
+1,944
12
$13.4M 2.6%
98,758
+1,200
13
$13M 2.52%
141,080
+5,020
14
$12.8M 2.47%
93,509
+3,087
15
$12.5M 2.42%
142,565
+5,058
16
$11.6M 2.25%
39,543
+577
17
$11.5M 2.23%
135,798
+4,476
18
$11.5M 2.22%
326,730
+1,001
19
$11.4M 2.2%
64,333
+1,022
20
$11.2M 2.16%
87,282
+3,940
21
$10.9M 2.11%
83,009
+682
22
$10.3M 2%
109,832
+455
23
$10.3M 1.98%
90,416
+3,099
24
$10.1M 1.95%
211,692
+2,796
25
$9.14M 1.77%
45,550
+2,915
1
2 3 4 5