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
$759M
AUM Growth
-$92.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$6.63M
3
+$6.33M
4
META icon
Meta Platforms (Facebook)
META
+$4.31M
5
MSFT icon
Microsoft
MSFT
+$3.24M

Top Sells

1
+$9.33M
2
+$3.17M
3
+$781K
4
MDT icon
Medtronic
MDT
+$619K
5
DHR icon
Danaher
DHR
+$615K

Sector Composition

1 Technology 29.75%
2 Healthcare 18.72%
3 Financials 14.77%
4 Consumer Discretionary 10.59%
5 Communication Services 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$65.3M 8.6%
477,457
+61,069
2
$61M 8.04%
237,593
+12,607
3
$45.9M 6.05%
419,860
+16,440
4
$32.2M 4.24%
62,618
+3,098
5
$30.5M 4.01%
63,557
+13,197
6
$28M 3.69%
182,266
+7,062
7
$27.7M 3.65%
99,841
+3,801
8
$24.9M 3.28%
76,800
+1,112
9
$24.8M 3.27%
139,987
+13,194
10
$23.4M 3.08%
74,068
+2,664
11
$23.1M 3.04%
217,513
+18,333
12
$21.2M 2.79%
121,744
+12,383
13
$20.3M 2.67%
180,278
+7,381
14
$18.5M 2.44%
170,199
+399
15
$17.3M 2.28%
227,261
+10,400
16
$16.9M 2.22%
75,073
-2,738
17
$15.9M 2.09%
95,313
+1,468
18
$15.8M 2.08%
282,297
+9,068
19
$15.1M 1.99%
107,220
+8,053
20
$14M 1.85%
101,165
+5,834
21
$13.9M 1.84%
182,498
+2,022
22
$13.7M 1.81%
134,531
+5,319
23
$12.9M 1.7%
38,346
+942
24
$12.6M 1.66%
61,579
+2,314
25
$12.6M 1.66%
78,096
+26,701
1
2 3 4 5