Mai Capital Management Incresed Positions in Q1 2025

Mai Capital Management

  • $13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UBS
Ubs Group Ag

Financial Services
210
+ 173.55%
$30.28 - $35.78 $6.36K - $7.51K
331 $10K
HALO
Halozyme Therapeutics, Inc.

Healthcare
77
+ 49.68%
$47.74 - $65.16 $3.68K - $5.02K
232 $14K
RWM
Proshares Short Russell2000

ETFs
8
+ 0.24%
$18.05 - $21.08 $144 - $169
3.38K $70K
VAW
Vanguard Materials ETF

ETFs
33
+ 10.75%
$185.71 - $202.46 $6.13K - $6.68K
340 $64K
CNHI
Cnh Industrial N.V.

Industrials
636
+ 10.55%
N/A
6.66K $69K
ADC
Agree Realty Corp

Real Estate
54
+ 15.25%
$68.36 - $77.19 $3.69K - $4.17K
408 $31K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
97
+ 11.6%
$69.15 - $74.69 $6.71K - $7.24K
933 $66K
FOX
Fox Corp Cl B (De)

Communication Services
107
+ 58.47%
$45.64 - $54.23 $4.88K - $5.8K
290 $15K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
81
+ 5.93%
$73.11 - $77.43 $5.92K - $6.27K
1.45K $109K
UNIT
Uniti Group Inc.

Real Estate
1.76K
+ 46.6%
$4.75 - $5.98 $8.34K - $10.5K
5.52K $27K
NTRS
Northern Trust Corp

Financial Services
216
+ 5.7%
$96.09 - $113.81 $20.8K - $24.6K
4.01K $395K
ASAN
Asana, Inc.

Technology
520
+ 866.67%
$12.64 - $24.28 $6.57K - $12.6K
580 $8K
SAN
Banco Santander, S.A.

Financial Services
442
+ 24.03%
$4.46 - $7.14 $1.97K - $3.16K
2.28K $15K
SCI
Service Corp International

Consumer Cyclical
81
+ 14.06%
$75.99 - $84.16 $6.16K - $6.82K
657 $52K
MFG
Mizuho Financial Group Inc

Financial Services
1.14K
+ 96.13%
$4.83 - $6.04 $5.52K - $6.9K
2.33K $12K
IAT
Ishares Tr

ETFs
216
+ 21.6%
$44.84 - $53.56 $9.69K - $11.6K
1.22K $56K
BCS
Barclays PLC

Financial Services
212
+ 12.23%
$12.69 - $16.25 $2.69K - $3.45K
1.95K $29K
STWD
Starwood Property Trust, Inc.

Real Estate
43
+ 0.82%
$18.41 - $20.53 $792 - $883
5.32K $105K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
9
+ 0.13%
$46.26 - $47.48 $416 - $427
6.89K $326K
DSI
Ishares Msci Kld 400 Social Et

ETFs
191
+ 11.17%
$101.98 - $115.66 $19.5K - $22.1K
1.9K $194K
GIL
Gildan Activewear Inc.

Consumer Cyclical
134
+ 478.57%
$44.19 - $55.09 $5.92K - $7.38K
162 $7K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
94
+ 149.21%
$69.67 - $86.15 $6.55K - $8.1K
157 $11K
KEX
Kirby Corp

Industrials
58
+ 170.59%
$95.1 - $112.81 $5.52K - $6.54K
92 $9K
PARA
Paramount Global

Communication Services
42
+ 1.17%
$10.16 - $12.14 $427 - $510
3.63K $43K
NVST
Envista Holdings Corp

Healthcare
328
+ 886.49%
$16.25 - $22.15 $5.33K - $7.27K
365 $6K
IBND
Spdr Bloomberg International C

ETFs
12
+ 0.24%
$27.72 - $29.79 $333 - $357
4.94K $145K
UGI
Ugi Corp

Utilities
11
+ 0.88%
$28.0 - $34.16 $308 - $376
1.27K $41K
BLKB
Blackbaud Inc

Technology
105
+ 477.27%
$61.9 - $80.79 $6.5K - $8.48K
127 $7K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
15
+ 0.05%
$8.58 - $8.9 $129 - $134
32.7K $286K
H
Hyatt Hotels Corp

Consumer Cyclical
77
+ 77.78%
$120.83 - $166.34 $9.3K - $12.8K
176 $21K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
29
+ 116.0%
$189.39 - $204.09 $5.49K - $5.92K
54 $10K
OGN
Organon & Co.

Healthcare
410
+ 7.93%
$14.29 - $16.41 $5.86K - $6.73K
5.58K $83K
TFX
Teleflex Inc

Healthcare
48
+ 800.0%
$130.79 - $183.66 $6.28K - $8.82K
54 $7K
COLM
Columbia Sportswear CO

Consumer Cyclical
86
+ 126.47%
$75.3 - $92.08 $6.48K - $7.92K
154 $11K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
139
+ 3.3%
$22.42 - $23.22 $3.12K - $3.23K
4.35K $100K
KMPR
Kemper Corp

Financial Services
75
+ 35.05%
$62.81 - $69.5 $4.71K - $5.21K
289 $19K
LTC
Ltc Properties Inc

Real Estate
2
+ 0.04%
$33.46 - $36.14 $66.9 - $72.3
5.08K $180K
AGZ
Ishares Agency Bond ETF

ETFs
39
+ 111.43%
$107.46 - $109.48 $4.19K - $4.27K
74 $8K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
10
+ 0.4%
$12.0 - $14.77 $120 - $148
2.49K $36K
XLC
Select Sector Spdr Tr Communic

ETFs
365
+ 0.43%
$94.84 - $105.31 $34.6K - $38.4K
85K $8.2M
SEIC
Sei Investments CO

Financial Services
97
+ 19.28%
$72.08 - $86.58 $6.99K - $8.4K
600 $46K
VNQI
Vanguard Global Ex U.S. Real

ETFs
114
+ 10.45%
$38.22 - $41.19 $4.36K - $4.7K
1.21K $48K
EXEL
Exelixis, Inc.

Healthcare
32
+ 3.01%
$32.38 - $39.16 $1.04K - $1.25K
1.1K $40K
LAND
Gladstone Land Corp

Real Estate
535
+ 1621.21%
$10.4 - $11.84 $5.56K - $6.33K
568 $5K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
54
+ 3.33%
$66.3 - $74.17 $3.58K - $4.01K
1.68K $116K
CCL
Carnival Corp

Consumer Cyclical
1.7K
+ 32.44%
$19.08 - $28.49 $32.4K - $48.4K
6.94K $135K
EQH
Equitable Holdings, Inc.

Financial Services
47
+ 8.95%
$47.64 - $55.68 $2.24K - $2.62K
572 $29K
BCE
Bce Inc

Communication Services
249
+ 5.4%
$22.14 - $25.18 $5.51K - $6.27K
4.86K $111K
YYY
Amplify ETF Tr High Income ETF

ETFs
462
+ 5.49%
$11.38 - $12.01 $5.26K - $5.55K
8.88K $101K
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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