Mai Capital Management Incresed Positions in Q1 2025

Mai Capital Management

  • $13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOT
Vanguard Mid Cap Growth Index

ETFs
2.62K
+ 3.74%
$237.72 - $276.98 $623K - $726K
72.7K $17.8M
IOO
Ishares Tr Global 100 ETF

ETFs
224
+ 5.66%
$96.2 - $105.12 $21.5K - $23.5K
4.18K $402K
RWL
Invesco Exchange Traded Fd Tr

ETFs
35
+ 7.29%
$96.9 - $104.39 $3.39K - $3.65K
515 $51K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
11
+ 10.38%
$88.0 - $115.5 $968 - $1.27K
117 $13K
GWRE
Guidewire Software, Inc.

Technology
6
+ 2.97%
$166.74 - $218.22 $1K - $1.31K
208 $38K
FICO
Fair Isaac Corp

Technology
6
+ 11.76%
$1695.35 - $2030.47 $10.2K - $12.2K
57 $105K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
215
+ 3.6%
$8.17 - $10.63 $1.76K - $2.29K
6.18K $57K
ENTG
Entegris Inc

Technology
142
+ 19.67%
$87.48 - $109.53 $12.4K - $15.6K
864 $75K
FCN
Fti Consulting, Inc

Industrials
27
+ 225.0%
$160.54 - $198.75 $4.33K - $5.37K
39 $6K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
600
+ 16.99%
$16.57 - $18.85 $9.94K - $11.3K
4.13K $68K
SYF
Synchrony Financial

Financial Services
167
+ 36.3%
$51.9 - $70.63 $8.67K - $11.8K
627 $33K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
87
+ 1.9%
$8.29 - $8.97 $721 - $780
4.66K $40K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
18
+ 51.43%
$110.55 - $130.35 $1.99K - $2.35K
53 $6K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
60
+ 3.76%
$12.89 - $15.19 $773 - $911
1.66K $24K
ARGX
Argenx Se

Healthcare
5
+ 125.0%
$571.0 - $671.75 $2.86K - $3.36K
9 $5K
DINO
Hf Sinclair Corp

Energy
166
+ 16.12%
$30.66 - $38.48 $5.09K - $6.39K
1.2K $39K
IYE
Ishares Tr

ETFs
1
+ 0.12%
$45.23 - $49.95 $45.2 - $50
829 $40K
MFA
Mfa Financial, Inc.

Real Estate
299
+ 3.34%
$9.53 - $11.0 $2.85K - $3.29K
9.24K $94K
PDT
John Hancock Premium Dividend Fund

Financial Services
45
+ 0.65%
$12.43 - $13.08 $559 - $589
6.99K $91K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
4
+ 0.03%
$11.57 - $12.07 $46.3 - $48.3
13.5K $158K
SWX
Southwest Gas Holdings, Inc.

Utilities
8
+ 0.57%
$68.42 - $78.18 $547 - $625
1.41K $101K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
37
+ 5.64%
$26.47 - $29.92 $979 - $1.11K
693 $20K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
119
+ 3.76%
$15.0 - $15.91 $1.79K - $1.89K
3.29K $51K
LSTR
Landstar System Inc

Industrials
32
+ 31.07%
$146.63 - $177.82 $4.69K - $5.69K
135 $20K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
17
+ 5.82%
$96.27 - $116.36 $1.64K - $1.98K
309 $35K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
92
+ 0.42%
$49.78 - $53.19 $4.58K - $4.89K
22.1K $1.13M
QRVO
Qorvo, Inc.

Technology
38
+ 17.27%
$69.12 - $90.57 $2.63K - $3.44K
258 $18K
WIX
Wix.Com Ltd.

Technology
29
+ 111.54%
$163.38 - $246.76 $4.74K - $7.16K
55 $8K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
3
+ 0.15%
$52.31 - $54.02 $157 - $162
1.96K $105K
ESS
Essex Property Trust, Inc.

Real Estate
13
+ 0.61%
N/A
2.14K $583K
IWC
Russell Micro Cap ETF

ETFs
93
+ 24.6%
$110.91 - $133.46 $10.3K - $12.4K
471 $52K
EHC
Encompass Health Corp

Healthcare
9
+ 4.35%
$91.05 - $102.2 $819 - $920
216 $21K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
25
+ 17.12%
$154.39 - $176.55 $3.86K - $4.41K
171 $26K
GSHD
Goosehead Insurance, Inc.

Financial Services
3
+ 2.59%
$98.59 - $123.84 $296 - $372
119 $14K
UMBF
Umb Financial Corp

Financial Services
99
+ 14.73%
$98.0 - $122.56 $9.7K - $12.1K
771 $77K
BB
Blackberry LTD

Technology
570
+ 52.58%
$3.68 - $6.07 $2.1K - $3.46K
1.65K $6K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
206
+ 0.95%
$3.92 - $4.13 $808 - $851
21.8K $86K
OLED
Universal Display Corp Pa

Technology
39
+ 7.26%
$139.48 - $161.59 $5.44K - $6.3K
576 $80K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
26
+ 0.39%
$9.62 - $10.03 $250 - $261
6.77K $66K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
10
+ 0.9%
$23.43 - $25.55 $234 - $256
1.12K $28K
BLW
Blackrock LTD Duration Income Trust

Financial Services
102
+ 0.67%
$13.95 - $14.38 $1.42K - $1.47K
15.4K $217K
JPUS
Jpmorgan Diversified Return Us

ETFs
1
+ 0.08%
$111.89 - $119.08 $112 - $119
1.25K $144K
BHF
Brighthouse Financial, Inc.

Financial Services
6
+ 5.22%
$45.74 - $62.97 $274 - $378
121 $7K
PDD
Pinduoduo Inc.

Consumer Cyclical
13
+ 36.11%
$94.68 - $131.34 $1.23K - $1.71K
49 $5K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
61
+ 2.17%
$3.88 - $4.37 $237 - $267
2.87K $12K
BE
Bloom Energy Corp

Industrials
243
+ 29.78%
$19.66 - $29.81 $4.78K - $7.24K
1.06K $20K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
67
+ 12.27%
$21.49 - $22.24 $1.44K - $1.49K
613 $13K
GTLB
Gitlab Inc.

Technology
69
+ 92.0%
$47.0 - $73.14 $3.24K - $5.05K
144 $6K
CENX
Century Aluminum CO

Basic Materials
100
+ 33.33%
$16.6 - $21.83 $1.66K - $2.18K
400 $7K
Activity Summary
Buys All Purchases 1097 New Holdings 138 Increased Positions 959 Sells All Sells 1067 Reductions 1067 Sold out 0 Options Calls 81 Puts 13
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