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
$617M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$5.57M
3
+$4.91M
4
META icon
Meta Platforms (Facebook)
META
+$4.5M
5
ECL icon
Ecolab
ECL
+$2.92M

Top Sells

1
+$5.95M
2
+$764K
3
+$738K
4
ROP icon
Roper Technologies
ROP
+$648K
5
MA icon
Mastercard
MA
+$374K

Sector Composition

1 Technology 26.65%
2 Healthcare 16.95%
3 Financials 13.9%
4 Consumer Discretionary 13.5%
5 Consumer Staples 11.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.8M 7.26%
376,008
+10,332
2
$42.9M 6.95%
198,190
+1,695
3
$31M 5.02%
348,920
+10,500
4
$25.3M 4.1%
161,800
+7,640
5
$21.3M 3.46%
63,701
-1,116
6
$20.3M 3.28%
180,030
-1,042
7
$19.2M 3.11%
79,393
+2,759
8
$18.7M 3.03%
89,827
-3,672
9
$18.2M 2.95%
116,166
+8,178
10
$18.2M 2.94%
47,961
-385
11
$16.2M 2.62%
45,520
+1,701
12
$16.1M 2.61%
141,465
+48,794
13
$15.4M 2.49%
161,076
+9,207
14
$14.9M 2.42%
99,639
+789
15
$14.7M 2.37%
245,826
-1,655
16
$14.2M 2.3%
97,949
+3,722
17
$13.7M 2.22%
34,548
-1,635
18
$13.2M 2.14%
65,474
-93
19
$13M 2.11%
101,384
+7,756
20
$12.5M 2.03%
26,698
+4,691
21
$12.2M 1.97%
132,068
-1,896
22
$11.9M 1.92%
34,671
+401
23
$11.6M 1.88%
41,848
+16,258
24
$11.5M 1.86%
80,592
+768
25
$10.6M 1.71%
93,884
+1,456
1
2 3 4 5