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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
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
IWMIshares Russell 2000 Index
Recent Activity
Increased 1.87%
0.93%
$97.668M
442,157 shares@ $220.89 avg price
VVisa Inc Class A Shares
Recent Activity
Increased 0.78%
0.92%
$96.002M
349,162 shares@ $274.95 avg price
LLYLilly, Eli Co
Recent Activity
Decreased -2.59%
0.88%
$92.183M
104,052 shares@ $885.94 avg price
IVWIshares S&p 500 Growth
Recent Activity
Decreased -0.36%
0.88%
$91.971M
960,528 shares@ $95.76 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.6%
0.83%
$87.086M
214,920 shares@ $405.21 avg price
IEMGIshares Core Msci Emerging Mkt
Recent Activity
Decreased -0.09%
0.81%
$85.001M
1.481M shares@ $57.42 avg price
BRK.BBerkshire Hathaway Class B
Recent Activity
Decreased -7.01%
0.77%
$80.825M
175,607 shares@ $460.26 avg price
RSPInvesco S&p 500 Equal Weight E
Recent Activity
Increased 5.13%
0.76%
$79.405M
443,205 shares@ $179.16 avg price