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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
ANSSAnsys Inc
Recent Activity
New Position
0.01%
$476,033
1,494 shares@ $318.63 avg price
FUNSix Flags Entertainment
Recent Activity
New Position
0.01%
$368,333
9,138 shares@ $40.31 avg price
SSBKSouthern States Bancshares Inc
Recent Activity
New Position
0.01%
$300,662
9,784 shares@ $30.73 avg price
SPTMSpdr Port S&p 1500 Comps Stk M
Recent Activity
New Position
0.01%
$294,812
4,208 shares@ $70.06 avg price
MELIMercadolibre Inc
Recent Activity
New Position
0.01%
$246,235
120 shares@ $2051.96 avg price
ARESAres Mgmt Corp
Recent Activity
New Position
0.01%
$245,866
1,578 shares@ $155.81 avg price
FRTFederal Realty Investment Trus
Recent Activity
New Position
0.01%
$242,433
2,109 shares@ $114.96 avg price
LBRDKLiberty Broadband Corporation
Recent Activity
New Position
0.01%
$236,044
3,054 shares@ $77.3 avg price
BUGGlobal X Cybersecurity Etf
Recent Activity
New Position
0.01%
$234,944
7,591 shares@ $30.96 avg price
CARTMaplebear Inc
Recent Activity
New Position
0.01%
$233,848
5,740 shares@ $40.75 avg price