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
$852M
AUM Growth
-$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$2.46M
3
+$2.09M
4
MMM icon
3M
MMM
+$1.83M
5
HON icon
Honeywell
HON
+$1.83M

Top Sells

1
+$10.8M
2
+$10.6M
3
+$844K
4
ABT icon
Abbott
ABT
+$487K
5
MDT icon
Medtronic
MDT
+$406K

Sector Composition

1 Technology 31.15%
2 Healthcare 16.85%
3 Financials 15.05%
4 Consumer Discretionary 11.66%
5 Communication Services 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.7M 8.54%
416,388
+5,525
2
$69.4M 8.14%
224,986
+3,638
3
$56.3M 6.61%
403,420
+9,000
4
$32.5M 3.81%
199,180
+6,160
5
$32.4M 3.8%
96,040
+2,554
6
$32.1M 3.77%
175,204
+4,449
7
$30.4M 3.56%
59,520
+2,197
8
$29M 3.4%
50,360
+4,264
9
$25.5M 3%
71,404
+1,855
10
$23.6M 2.77%
172,897
+3,696
11
$22.5M 2.64%
126,793
+8,790
12
$21.7M 2.54%
75,688
-164
13
$21.3M 2.5%
109,361
+9,421
14
$20.2M 2.38%
77,811
-3,247
15
$20.1M 2.36%
169,800
-4,118
16
$19M 2.23%
216,861
+8,847
17
$17.8M 2.09%
95,331
+4,256
18
$17.4M 2.04%
129,212
+2,716
19
$16.6M 1.94%
273,229
+5,625
20
$16.4M 1.93%
180,476
-2,783
21
$15.9M 1.87%
584,310
+220,450
22
$15.7M 1.84%
93,845
-211
23
$15.3M 1.8%
37,404
+364
24
$14.4M 1.69%
31,548
+573
25
$14.1M 1.66%
59,265
+1,410
1
2 3 4 5