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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
4813⤦Jpm Rty 08-24-26 15 Buff
Recent Activity
New Position
0.02%
$1.32M
1.31M shares@ $1.01 avg price
1733⤦C Mid 08-24-26 15 Buff
Recent Activity
New Position
0.02%
$1.22M
1.22M shares@ $1.01 avg price
7801⤦Rbc Mxea 08-24-26 15 Buff
Recent Activity
New Position
0.02%
$1.219M
1.225M shares@ $1.0 avg price
LBRTLiberty Energy Inc
Recent Activity
New Position
0.02%
$1.109M
58,111 shares@ $19.1 avg price
TELTe Connectivity
Recent Activity
New Position
0.02%
$1.054M
6,984 shares@ $150.99 avg price
HELOJpmorgan Hedged Equity Ldrd Ov
Recent Activity
New Position
0.01%
$846,548
13,846 shares@ $61.15 avg price
BCALCalifornia Bancorp New
Recent Activity
New Position
0.01%
$801,307
54,179 shares@ $14.79 avg price
KZIAKazia Therapeutics Ltd Adr
Recent Activity
New Position
0.01%
$586,338
1.364M shares@ $0.43 avg price
CABOCable One Inc
Recent Activity
New Position
0.01%
$533,080
1,524 shares@ $349.8 avg price
GJULFt Cboe Vest U.s. Eq Mod Buffr
Recent Activity
New Position
0.01%
$525,894
14,596 shares@ $36.04 avg price