MCM
Maple Capital Management Portfolio holdings
AUM
$1.52B
1-Year Est. Return
19.89%
1 Year Est. Return
+19.89%
AUM
$1.46B
AUM Growth
+$166M
(+13%)
Holding
129
Top Buys
| 1 | +$9.26M | |
| 2 | +$6.43M | |
| 3 | +$4.12M | |
| 4 |
NVIDIA
NVDA
|
+$3.68M |
| 5 |
Microsoft
MSFT
|
+$3.27M |
Top Sells
| 1 | +$2.19M | |
| 2 | +$1.79M | |
| 3 | +$1.41M | |
| 4 |
Lockheed Martin
LMT
|
+$1.01M |
| 5 |
UnitedHealth
UNH
|
+$764K |
Sector Composition
| 1 | Technology | 32.15% |
| 2 | Financials | 15.09% |
| 3 | Communication Services | 11.65% |
| 4 | Consumer Discretionary | 11.55% |
| 5 | Healthcare | 10% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.56T
| $130M | 8.9% |
261,254
+6,569
|
|
||
|
2
NVIDIA
NVDA
$4.25T
| $119M | 8.18% |
755,771
+23,289
|
|
||
3
Apple
AAPL
$4.11T
| $107M | 7.35% |
523,384
+13,824
|
|
||
4
Amazon
AMZN
$2.42T
| $86.7M | 5.94% |
395,044
+18,775
|
|
||
5
Alphabet (Google) Class C
GOOG
$3.75T
| $78.2M | 5.35% |
440,790
+36,268
|
|
||
6
Meta Platforms (Facebook)
META
$1.62T
| $73.8M | 5.06% |
100,032
+2,799
|
|
||
7
Costco
COST
$393B
| $63.3M | 4.33% |
63,930
+1,759
|
|
||
8
JPMorgan Chase
JPM
$867B
| $55.6M | 3.81% |
191,841
-2,394
|
|
||
9
Texas Instruments
TXN
$163B
| $48.3M | 3.31% |
232,753
+7,880
|
|
||
10
Mastercard
MA
$514B
| $45.4M | 3.11% |
80,814
+2,209
|
|
||
11
iShares Core S&P Small-Cap ETF
IJR
$90.5B
| $39.4M | 2.7% |
360,850
+29,616
|
|
||
12
American Express
AXP
$264B
| $36.9M | 2.52% |
115,552
-1,270
|
|
||
13
Eli Lilly
LLY
$920B
| $36.5M | 2.5% |
46,767
+678
|
|
||
14
Honeywell
HON
$123B
| $36.1M | 2.48% |
155,222
+3,799
|
|
||
15
Accenture
ACN
$168B
| $33.9M | 2.32% |
113,380
+2,657
|
|
||
16
Morgan Stanley
MS
$284B
| $33.3M | 2.28% |
236,161
-12,730
|
|
||
17
Home Depot
HD
$358B
| $31.4M | 2.15% |
85,517
+2,669
|
|
||
18
TJX Companies
TJX
$173B
| $27.8M | 1.91% |
225,491
+4,297
|
|
||
19
Johnson & Johnson
JNJ
$510B
| $26.2M | 1.8% |
171,848
+3,867
|
|
||
20
Chevron
CVX
$300B
| $24.4M | 1.67% |
170,324
+7,475
|
|
||
21
Abbott
ABT
$218B
| $23.4M | 1.6% |
172,197
+2,240
|
|
||
22
S&P Global
SPGI
$152B
| $22.5M | 1.54% |
42,764
+616
|
|
||
23
Intuitive Surgical
ISRG
$192B
| $20.8M | 1.43% |
38,355
-268
|
|
||
|
24
UnitedHealth
UNH
$310B
| $20.7M | 1.42% |
66,413
-2,448
|
|
||
25
Air Products & Chemicals
APD
$54.1B
| $20.5M | 1.41% |
72,848
+1,961
|
|