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
$1.36B
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$2.34M
3
+$2.14M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.59M
5
AMZN icon
Amazon
AMZN
+$1.37M

Top Sells

1
+$1.47M
2
+$883K
3
+$734K
4
META icon
Meta Platforms (Facebook)
META
+$622K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$444K

Sector Composition

1 Technology 31.66%
2 Financials 14.81%
3 Consumer Discretionary 11.73%
4 Healthcare 11.42%
5 Communication Services 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$127M 9.34%
506,774
+920
2
$107M 7.88%
253,782
-937
3
$97.4M 7.17%
725,479
+3,256
4
$79.4M 5.85%
362,054
+6,262
5
$76.3M 5.62%
400,873
+2,531
6
$57.1M 4.21%
97,605
-1,063
7
$56.7M 4.18%
61,887
+245
8
$47.8M 3.52%
199,590
+444
9
$41.2M 3.03%
219,690
+4,312
10
$40.7M 3%
77,340
+1,284
11
$38.8M 2.86%
110,285
+1
12
$35.8M 2.64%
46,394
-322
13
$35.7M 2.63%
120,303
+667
14
$35.6M 2.62%
309,201
+13,830
15
$34.3M 2.52%
67,732
+1,066
16
$33.9M 2.5%
150,017
+108
17
$33.4M 2.46%
265,879
+83
18
$31.3M 2.31%
80,495
+1,340
19
$26.8M 1.97%
221,502
+873
20
$24M 1.77%
166,233
-165
21
$23M 1.69%
158,623
+4,307
22
$21.1M 1.55%
42,301
-117
23
$20.7M 1.52%
39,643
+1,181
24
$19.8M 1.46%
68,310
+1,789
25
$19.2M 1.41%
169,373
-363
1
2 3 4 5