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
$676M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.03M
2
+$933K
3
+$920K
4
AMZN icon
Amazon
AMZN
+$860K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$838K

Top Sells

1
+$6.75M
2
+$2.15M
3
+$980K
4
IT icon
Gartner
IT
+$947K
5
COST icon
Costco
COST
+$304K

Sector Composition

1 Technology 26.68%
2 Healthcare 16.59%
3 Financials 15.92%
4 Consumer Discretionary 13.58%
5 Consumer Staples 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.4M 7.02%
201,163
+3,020
2
$46.3M 6.85%
379,256
+1,222
3
$36.9M 5.45%
356,520
+8,100
4
$26.2M 3.87%
169,040
+5,560
5
$23.1M 3.41%
122,156
+3,276
6
$22.8M 3.37%
149,696
+6,045
7
$22.8M 3.37%
63,944
+1,060
8
$22.7M 3.36%
82,342
+2,481
9
$21.6M 3.2%
180,351
+2,809
10
$18.9M 2.8%
173,027
+8,537
11
$17.8M 2.63%
47,829
+1,602
12
$17.4M 2.58%
87,386
+321
13
$16.7M 2.47%
101,501
+2,294
14
$16.3M 2.42%
247,009
+2,894
15
$16.2M 2.4%
46,054
-862
16
$15.3M 2.26%
70,413
+4,763
17
$14.9M 2.21%
80,010
-146
18
$14.7M 2.18%
83,898
-382
19
$14.4M 2.14%
108,685
+5,243
20
$13.9M 2.06%
98,326
-713
21
$13.7M 2.03%
33,955
+172
22
$13.5M 2%
118,012
+5,292
23
$13.2M 1.95%
27,784
+729
24
$13M 1.93%
167,573
+9,325
25
$12.7M 1.88%
43,158
+866
1
2 3 4 5