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
$400M
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.42M
3
+$1.41M
4
JPM icon
JPMorgan Chase
JPM
+$1.35M
5
SPGI icon
S&P Global
SPGI
+$1.18M

Top Sells

1
+$11.5M
2
+$8.67M
3
+$7.24M
4
ELAN icon
Elanco Animal Health
ELAN
+$5.3M
5
MPC icon
Marathon Petroleum
MPC
+$3.85M

Sector Composition

1 Technology 25.04%
2 Healthcare 18.67%
3 Consumer Staples 12.99%
4 Consumer Discretionary 12.81%
5 Financials 12.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.9M 7.72%
196,100
+1,121
2
$22.2M 5.55%
349,844
+6,616
3
$19.5M 4.86%
334,980
+2,320
4
$16.1M 4.02%
66,595
-2,033
5
$14.9M 3.73%
189,229
-3,065
6
$14.1M 3.52%
144,740
+3,660
7
$14.1M 3.51%
49,362
-585
8
$13.1M 3.28%
100,178
-956
9
$12.2M 3.05%
74,929
+2,249
10
$12.2M 3.04%
39,045
-1,936
11
$12M 3.01%
98,163
-595
12
$12M 2.99%
250,673
+2,534
13
$11.2M 2.8%
80,962
-2,047
14
$11.1M 2.78%
92,794
-715
15
$10.4M 2.6%
41,767
+2,224
16
$9.76M 2.44%
138,262
+2,464
17
$9.67M 2.42%
147,141
+4,576
18
$9.28M 2.32%
92,865
+5,583
19
$8.67M 2.16%
64,790
+457
20
$8.5M 2.12%
88,787
-993
21
$8.21M 2.05%
91,042
+626
22
$8.18M 2.04%
47,325
+1,775
23
$7.98M 1.99%
32,550
+4,810
24
$7.97M 1.99%
108,464
-1,368
25
$7.83M 1.96%
145,762
-1,567
1
2 3 4 5