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
$818M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$2.71M
3
+$1.63M
4
NVDA icon
NVIDIA
NVDA
+$1.57M
5
AMZN icon
Amazon
AMZN
+$1.41M

Top Sells

1
+$4.38M
2
+$2.95M
3
+$2.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.22M
5
IBM icon
IBM
IBM
+$1.65M

Sector Composition

1 Technology 32.58%
2 Financials 15.09%
3 Healthcare 14.35%
4 Consumer Discretionary 11.12%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78.5M 9.59%
475,761
+3,306
2
$70M 8.56%
242,962
+2,534
3
$43.4M 5.3%
416,862
-8,116
4
$35M 4.28%
188,340
+2,287
5
$34.1M 4.17%
68,669
+1,461
6
$29.6M 3.61%
103,417
+1,237
7
$28.2M 3.44%
272,791
+13,639
8
$26.5M 3.24%
56,021
-9,268
9
$25.9M 3.17%
933,470
+56,460
10
$25.4M 3.11%
133,130
+3,076
11
$24.5M 2.99%
67,299
-8,129
12
$24.3M 2.97%
186,313
+2,263
13
$23M 2.82%
148,707
+1,182
14
$21.3M 2.6%
100,406
+22,575
15
$21.2M 2.59%
241,114
+3,395
16
$19.7M 2.4%
250,999
-37,526
17
$19M 2.32%
104,354
+8,959
18
$18.6M 2.28%
54,251
-841
19
$17.8M 2.17%
107,720
+2,432
20
$17M 2.08%
138,743
+2,270
21
$17M 2.07%
167,436
-1,228
22
$15.6M 1.91%
69,794
-2,863
23
$14.1M 1.72%
86,393
+3,243
24
$13.9M 1.7%
407,150
+800
25
$13.4M 1.64%
38,961
+340
1
2 3 4 5