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
$788M
AUM Growth
-$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.23M
3
+$798K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$757K
5
UNH icon
UnitedHealth
UNH
+$515K

Top Sells

1
+$12.1M
2
+$1.8M
3
+$483K
4
COST icon
Costco
COST
+$436K
5
LLY icon
Eli Lilly
LLY
+$352K

Sector Composition

1 Technology 29.47%
2 Healthcare 16.4%
3 Financials 15.21%
4 Consumer Discretionary 13.19%
5 Communication Services 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$60.9M 7.73%
216,146
+4,361
2
$57M 7.23%
402,679
+3,009
3
$50.8M 6.45%
381,520
+5,680
4
$30.7M 3.89%
159,685
+2,161
5
$30M 3.8%
182,420
+2,480
6
$28.3M 3.59%
88,413
+1,399
7
$26.4M 3.35%
161,458
+1,837
8
$23.4M 2.97%
86,759
-1,788
9
$23.1M 2.92%
66,309
+243
10
$21.3M 2.71%
180,540
-1,805
11
$20.8M 2.64%
188,942
+3,122
12
$20.5M 2.61%
52,561
+1,319
13
$19.7M 2.5%
43,781
-970
14
$18.6M 2.36%
87,509
+3,760
15
$18.5M 2.34%
189,648
+3,831
16
$18.1M 2.29%
111,781
+2,201
17
$17.8M 2.26%
77,206
-1,524
18
$17.2M 2.19%
118,722
+1,093
19
$17M 2.15%
256,924
+362
20
$16.9M 2.14%
29,334
+121
21
$15.7M 1.99%
46,119
+52
22
$15.3M 1.94%
35,987
-246
23
$14.3M 1.81%
94,853
-1,811
24
$14.2M 1.81%
391,850
-7,450
25
$13.6M 1.72%
80,883
+1,907
1
2 3 4 5