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
$918M
AUM Growth
+$99.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$2.62M
3
+$1.19M
4
AMZN icon
Amazon
AMZN
+$1.08M
5
MSFT icon
Microsoft
MSFT
+$897K

Top Sells

1
+$6.37M
2
+$2.2M
3
+$1.87M
4
DHR icon
Danaher
DHR
+$987K
5
SBUX icon
Starbucks
SBUX
+$975K

Sector Composition

1 Technology 33.49%
2 Healthcare 14.46%
3 Financials 14.16%
4 Consumer Discretionary 11.26%
5 Communication Services 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$94.9M 10.34%
489,257
+13,496
2
$83.6M 9.11%
245,596
+2,634
3
$48.6M 5.29%
401,433
-15,429
4
$37.8M 4.11%
70,146
+1,477
5
$36.6M 3.99%
281,091
+8,300
6
$34.3M 3.73%
190,417
+2,077
7
$33.1M 3.61%
782,930
-150,540
8
$32.2M 3.51%
104,346
+929
9
$30M 3.27%
104,547
+4,141
10
$28.3M 3.08%
136,392
+3,262
11
$27.5M 2.99%
188,780
+2,467
12
$27.1M 2.96%
56,453
+432
13
$26.7M 2.91%
67,845
+546
14
$25.3M 2.76%
53,961
-290
15
$25.1M 2.73%
151,543
+2,836
16
$21.6M 2.35%
254,612
+3,613
17
$21.1M 2.3%
246,731
+5,617
18
$19.8M 2.16%
106,931
+2,577
19
$19.2M 2.09%
110,258
+2,538
20
$18.1M 1.97%
166,083
-1,353
21
$17.4M 1.9%
407,450
+300
22
$15.8M 1.72%
39,362
+401
23
$15.6M 1.7%
141,034
+2,291
24
$14.1M 1.53%
89,305
+2,912
25
$13.9M 1.51%
65,156
-4,638
1
2 3 4 5