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
$916M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$3M
3
+$2.59M
4
UNH icon
UnitedHealth
UNH
+$2.39M
5
ACN icon
Accenture
ACN
+$2.1M

Top Sells

1
+$1.66M
2
+$932K
3
+$793K
4
MKC icon
McCormick & Company Non-Voting
MKC
+$746K
5
SBUX icon
Starbucks
SBUX
+$665K

Sector Composition

1 Technology 31.56%
2 Healthcare 16.14%
3 Financials 14.36%
4 Consumer Discretionary 12.46%
5 Communication Services 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$74.4M 8.12%
221,348
+5,202
2
$73M 7.96%
410,863
+8,184
3
$57.1M 6.23%
394,420
+12,900
4
$38.8M 4.23%
93,486
+5,073
5
$32.2M 3.51%
170,755
+11,070
6
$32.2M 3.51%
193,020
+10,600
7
$28.8M 3.14%
57,323
+4,762
8
$26.8M 2.92%
169,201
+7,743
9
$26.2M 2.86%
46,096
+2,315
10
$25M 2.73%
69,549
+3,240
11
$24.5M 2.67%
173,918
-6,622
12
$23.6M 2.58%
81,058
-5,701
13
$21.4M 2.34%
183,259
-5,683
14
$21.1M 2.3%
126,496
+7,774
15
$21M 2.29%
75,852
-1,354
16
$20.8M 2.27%
99,940
+12,431
17
$20.4M 2.23%
208,014
+18,366
18
$20.3M 2.22%
267,604
+10,680
19
$20.2M 2.2%
118,003
+6,222
20
$17.6M 1.92%
30,975
+1,641
21
$17.5M 1.91%
37,040
+1,053
22
$16.3M 1.78%
94,056
-797
23
$16.3M 1.77%
48,323
+2,204
24
$14.9M 1.63%
91,075
+10,192
25
$14.9M 1.62%
30,208
+580
1
2 3 4 5