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
$1.23B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$10.9M
3
+$6.22M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$3.52M
5
CVX icon
Chevron
CVX
+$2.65M

Top Sells

1
+$11.8M
2
+$7.56M
3
+$5.41M
4
AMAT icon
Applied Materials
AMAT
+$969K
5
STZ icon
Constellation Brands
STZ
+$684K

Sector Composition

1 Technology 32.68%
2 Financials 13.29%
3 Healthcare 12.78%
4 Consumer Discretionary 11.04%
5 Communication Services 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$113M 9.15%
252,253
+3,151
2
$106M 8.62%
504,575
+7,314
3
$88.3M 7.16%
714,770
+7,430
4
$71.4M 5.79%
389,202
+9,944
5
$63.5M 5.15%
328,374
+10,665
6
$52M 4.22%
61,127
+1,351
7
$50.1M 4.07%
99,387
+995
8
$42.2M 3.42%
46,593
+121
9
$40.2M 3.26%
206,703
+10,113
10
$40M 3.25%
197,932
+3,704
11
$33.3M 2.7%
109,612
+1,944
12
$33M 2.68%
64,827
+2,809
13
$32.8M 2.66%
74,371
+3,187
14
$31.6M 2.56%
147,936
+2,824
15
$27.9M 2.27%
262,004
+244,905
16
$27.5M 2.23%
118,665
+3,124
17
$26.3M 2.14%
76,468
+5,259
18
$25.6M 2.07%
263,107
+5,887
19
$24.1M 1.95%
218,688
+4,126
20
$24M 1.95%
164,401
+3,264
21
$22.5M 1.83%
144,111
+16,960
22
$19.6M 1.59%
312,328
+4,228
23
$18.8M 1.52%
42,143
+681
24
$17.6M 1.43%
169,289
+1,640
25
$16.7M 1.36%
70,810
-4,106
1
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