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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
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
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
IWFIshares Russell 1000 Growth In
Recent Activity
Decreased -3.44%
1.41%
$147.509M
392,959 shares@ $375.39 avg price
GOOGAlphabet Inc Class C
Recent Activity
Decreased -4.69%
1.08%
$113.426M
678,424 shares@ $167.2 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -4.69%
1.04%
$109.154M
190,683 shares@ $572.44 avg price
VTIVanguard Tot Stock Mrkt Etf
Recent Activity
Decreased -0.78%
0.99%
$103.335M
364,934 shares@ $283.16 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -3.24%
0.95%
$99.03M
169,375 shares@ $584.69 avg price
LLYLilly, Eli Co
Recent Activity
Decreased -2.59%
0.88%
$92.183M
104,052 shares@ $885.94 avg price