MCM

Maple Capital Management Portfolio holdings

AUM $1.52B
1-Year Est. Return 19.89%
This Quarter Est. Return
1 Year Est. Return
+19.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
-$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$2.89M
3
+$2.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.3M
5
CL icon
Colgate-Palmolive
CL
+$1.42M

Top Sells

1
+$8.17M
2
+$1.98M
3
+$1.31M
4
DHR icon
Danaher
DHR
+$1.07M
5
AON icon
Aon
AON
+$946K

Sector Composition

1 Technology 29.39%
2 Financials 15.54%
3 Healthcare 12.63%
4 Consumer Discretionary 11.48%
5 Communication Services 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$113M 8.75%
509,560
+2,786
2
$95.6M 7.39%
254,685
+903
3
$79.4M 6.14%
732,482
+7,003
4
$71.6M 5.53%
376,269
+14,215
5
$63.2M 4.88%
404,522
+3,649
6
$58.8M 4.54%
62,171
+284
7
$56M 4.33%
97,233
-372
8
$47.6M 3.68%
194,235
-5,355
9
$43.1M 3.33%
78,605
+1,265
10
$40.4M 3.12%
224,873
+5,183
11
$38.1M 2.94%
46,089
-305
12
$36.1M 2.79%
68,861
+1,129
13
$34.6M 2.68%
331,234
+22,033
14
$34.6M 2.67%
110,723
+438
15
$32.1M 2.48%
151,423
+1,406
16
$31.4M 2.43%
116,822
-3,481
17
$30.4M 2.35%
82,848
+2,353
18
$29M 2.24%
248,891
-16,988
19
$27.9M 2.15%
167,981
+1,748
20
$27.2M 2.11%
162,849
+4,226
21
$26.9M 2.08%
221,194
-308
22
$22.5M 1.74%
169,957
+584
23
$21.4M 1.66%
42,148
-153
24
$20.9M 1.62%
70,887
+2,577
25
$19.1M 1.48%
38,623
-1,020
1
2 3 4 5