test

Donna Schuette

@Mai Capital Management

Latest period2024 - Q3ReportedManaged Assets$10.503BTotal holdings1101
Assets growth rate2.89%Assets growth rate (2-Q avg)4.33%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Mai Capital Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1101 positions.

Assets under management

The assets under management (AUM) of Mai Capital Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 10.503B in assets, with a quarterly growth rate of 2.89% and a 2-quarter average growth rate of 4.33%. The portfolio is managed by Donna Schuette, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares S&p 500 Index
Recent Activity
Increased 2.83%
8.22%
$863.022M
1.496M shares@ $576.82 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
Increased 0.95%
4.04%
$423.725M
738,506 shares@ $573.76 avg price
AAPLApple Inc
Recent Activity
Decreased -2.65%
3.81%
$400.134M
1.717M shares@ $233.01 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -4.23%
3.65%
$383.029M
890,145 shares@ $430.31 avg price
IJHIshares S&p Mid Cap Index
Recent Activity
Increased 7.16%
2.47%
$259.089M
4.157M shares@ $62.32 avg price
IJRIshares S&p Small Cap Index
Recent Activity
Increased 5.51%
1.81%
$189.433M
1.62M shares@ $116.97 avg price
NVDANvidia Corp
Recent Activity
Decreased -2.89%
1.75%
$183.776M
1.513M shares@ $121.45 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.59%
1.75%
$182.982M
982,029 shares@ $186.34 avg price
VEAVanguard Ftse Developed Mkts E
Recent Activity
Increased 4.7%
1.7%
$178.165M
3.374M shares@ $52.81 avg price
VIGVanguard Dividend Appreciation
Recent Activity
Increased 1.53%
1.7%
$178.089M
899,169 shares@ $198.06 avg price