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
$510M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$5.01M
3
+$4.87M
4
META icon
Meta Platforms (Facebook)
META
+$4.08M
5
ECL icon
Ecolab
ECL
+$3.86M

Top Sells

1
+$4.88M
2
+$1.11M
3
+$746K
4
DHR icon
Danaher
DHR
+$731K
5
PLD icon
Prologis
PLD
+$630K

Sector Composition

1 Technology 27.3%
2 Healthcare 16.52%
3 Consumer Discretionary 13.11%
4 Financials 13%
5 Consumer Staples 11.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40M 7.84%
196,495
+395
2
$33.4M 6.53%
365,676
+15,832
3
$23.9M 4.69%
338,420
+3,440
4
$21.3M 4.17%
154,160
+9,420
5
$19.2M 3.76%
64,817
-1,778
6
$16.6M 3.24%
181,072
-8,157
7
$16.5M 3.22%
76,634
+1,705
8
$14.7M 2.87%
48,346
-1,016
9
$14.7M 2.87%
93,499
-4,664
10
$14M 2.75%
36,183
-2,862
11
$13.9M 2.72%
98,850
-1,328
12
$13.7M 2.69%
107,988
+15,123
13
$13.1M 2.57%
79,824
-1,138
14
$12.9M 2.53%
43,819
+2,052
15
$12.5M 2.45%
247,481
-3,192
16
$12.5M 2.44%
94,227
+1,433
17
$12M 2.35%
133,964
-4,298
18
$11.3M 2.21%
34,270
+1,720
19
$11.2M 2.19%
151,869
+4,728
20
$10M 1.96%
107,882
-582
21
$9.58M 1.88%
22,007
+11,500
22
$9.48M 1.86%
65,567
+777
23
$9.18M 1.8%
93,628
+4,602
24
$9.14M 1.79%
86,911
-1,876
25
$9M 1.76%
427,600
+27,900
1
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