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
$649M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$445K
2
+$365K
3
+$291K
4
JPM icon
JPMorgan Chase
JPM
+$278K
5
AMZN icon
Amazon
AMZN
+$274K

Top Sells

1
+$3.64M
2
+$544K
3
+$404K
4
COST icon
Costco
COST
+$394K
5
F icon
Ford
F
+$374K

Sector Composition

1 Technology 27.26%
2 Healthcare 16.27%
3 Financials 14.42%
4 Consumer Discretionary 13.99%
5 Consumer Staples 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.2M 7.73%
378,034
+2,026
2
$44.1M 6.8%
198,143
-47
3
$30.5M 4.71%
348,420
-500
4
$26.6M 4.1%
163,480
+1,680
5
$22.4M 3.46%
62,884
-817
6
$20.9M 3.22%
79,861
+468
7
$19.5M 3.01%
118,880
+2,714
8
$19.4M 3%
177,542
-2,488
9
$18.3M 2.81%
143,651
+2,186
10
$17.7M 2.73%
46,916
-1,045
11
$17.6M 2.71%
164,490
+3,414
12
$17.1M 2.64%
87,065
-2,762
13
$16.7M 2.57%
244,115
-1,711
14
$16.2M 2.5%
46,227
+707
15
$15.6M 2.41%
99,207
-432
16
$14.7M 2.26%
99,039
+1,090
17
$14.6M 2.26%
103,442
+2,058
18
$14.6M 2.25%
33,783
-765
19
$14M 2.15%
65,650
+176
20
$13.5M 2.09%
80,156
-436
21
$13.5M 2.09%
27,055
+357
22
$12.6M 1.94%
131,422
-646
23
$12.6M 1.94%
84,280
-1,355
24
$12.2M 1.88%
112,720
+2,078
25
$11.6M 1.78%
42,292
+444
1
2 3 4 5