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
$877M
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.52M
3
+$1.52M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.27M
5
META icon
Meta Platforms (Facebook)
META
+$724K

Top Sells

1
+$12M
2
+$5.38M
3
+$3.31M
4
PNC icon
PNC Financial Services
PNC
+$2.44M
5
LLY icon
Eli Lilly
LLY
+$1.95M

Sector Composition

1 Technology 31.32%
2 Healthcare 15.24%
3 Financials 14.2%
4 Consumer Discretionary 11.19%
5 Communication Services 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$83.4M 9.51%
487,001
-2,256
2
$77.8M 8.88%
246,553
+957
3
$51.1M 5.83%
387,777
-13,656
4
$39.8M 4.54%
70,416
+270
5
$36.3M 4.14%
285,435
+4,344
6
$33.8M 3.86%
777,230
-5,700
7
$32.1M 3.66%
106,959
+2,412
8
$32.1M 3.66%
104,550
+204
9
$30.3M 3.46%
190,861
+444
10
$29.1M 3.32%
57,649
+1,196
11
$27.5M 3.13%
189,454
+674
12
$27M 3.08%
50,333
-3,628
13
$26.7M 3.05%
67,452
-393
14
$25.5M 2.91%
138,247
+1,855
15
$23.9M 2.73%
153,542
+1,999
16
$22.7M 2.59%
255,099
+487
17
$20.2M 2.31%
247,632
+901
18
$18.3M 2.09%
108,265
+1,334
19
$16.5M 1.89%
110,890
+632
20
$16M 1.83%
165,269
-814
21
$15.6M 1.78%
92,422
+3,117
22
$14.7M 1.68%
40,342
+980
23
$13.8M 1.57%
62,700
-2,456
24
$13.7M 1.56%
54,393
+351
25
$13.6M 1.55%
78,099
+679
1
2 3 4