MCM

Maple Capital Management Portfolio holdings

AUM $1.59B
1-Year Est. Return 21.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$5.99M
3
+$3.72M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.06M
5
NVDA icon
NVIDIA
NVDA
+$2.93M

Top Sells

1
+$2.29M
2
+$1.56M
3
+$1.02M
4
GMS
GMS Inc
GMS
+$1M
5
UNH icon
UnitedHealth
UNH
+$936K

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
$130M 8.9%
261,254
+6,569
2
$119M 8.18%
755,771
+23,289
3
$107M 7.35%
523,384
+13,824
4
$86.7M 5.94%
395,044
+18,775
5
$78.2M 5.35%
440,790
+36,268
6
$73.8M 5.06%
100,032
+2,799
7
$63.3M 4.33%
63,930
+1,759
8
$55.6M 3.81%
191,841
-2,394
9
$48.3M 3.31%
232,753
+7,880
10
$45.4M 3.11%
80,814
+2,209
11
$39.4M 2.7%
360,850
+29,616
12
$36.9M 2.52%
115,552
-1,270
13
$36.5M 2.5%
46,767
+678
14
$36.1M 2.48%
155,222
+3,799
15
$33.9M 2.32%
113,380
+2,657
16
$33.3M 2.28%
236,161
-12,730
17
$31.4M 2.15%
85,517
+2,669
18
$27.8M 1.91%
225,491
+4,297
19
$26.2M 1.8%
171,848
+3,867
20
$24.4M 1.67%
170,324
+7,475
21
$23.4M 1.6%
172,197
+2,240
22
$22.5M 1.54%
42,764
+616
23
$20.8M 1.43%
38,355
-268
24
$20.7M 1.42%
66,413
-2,448
25
$20.5M 1.41%
72,848
+1,961
1
2 3 4 5