Mai Capital Management Sells in Q1 2025

Mai Capital Management

  • $13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AEE
Ameren Corp

Utilities
-205
- 2.36%
$86.87 - $103.67 $17.8K - $21.3K
8.47K $850K
NEM
Newmont Corp

Basic Materials
-2
- 0.03%
$37.79 - $48.39 $75.6 - $96.8
6.95K $335K
CRWD
Crowd Strike Holdings, Inc.

Technology
-808
- 2.32%
$308.86 - $455.36 $250K - $368K
34K $12M
EOG
Eog Resources Inc

Energy
-285
- 1.4%
$120.54 - $138.05 $34.4K - $39.3K
20.1K $2.58M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-494
- 1.22%
$65.44 - $70.64 $32.3K - $34.9K
40.1K $2.74M
XYL
Xylem Inc.

Industrials
-18
- 0.07%
$114.02 - $132.04 $2.05K - $2.38K
24.9K $2.98M
ZS
Zscaler, Inc.

Technology
-337
- 3.97%
$181.66 - $216.87 $61.2K - $73.1K
8.16K $1.62M
CL
Colgate Palmolive CO

Consumer Defensive
-371
- 0.81%
$85.68 - $97.5 $31.8K - $36.2K
45.4K $4.25M
AZN
Astrazeneca PLC

Healthcare
-1.04K
- 4.9%
$65.37 - $77.96 $68K - $81.1K
20.2K $1.48M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.08K
- 0.78%
$25.81 - $28.52 $28K - $30.9K
137K $3.78M
PFG
Principal Financial Group Inc

Financial Services
-98
- 0.47%
$76.34 - $89.04 $7.48K - $8.73K
20.6K $1.74M
IDV
Ishares Tr

ETFs
-138
- 0.35%
$27.0 - $31.7 $3.73K - $4.37K
38.8K $1.2M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-30
- 0.48%
$132.75 - $177.12 $3.98K - $5.31K
6.27K $957K
NVS
Novartis Ag

Healthcare
-1.59K
- 6.62%
$97.14 - $115.57 $155K - $184K
22.5K $2.5M
TZA
Direxion Shs ETF Tr Direxion D

ETFs
-1.79K
- 3.34%
$11.53 - $17.92 $20.7K - $32.1K
51.8K $882K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-154
- 0.53%
$69.81 - $78.9 $10.8K - $12.2K
28.8K $2.24M
KR
Kroger CO

Consumer Defensive
-1.75K
- 3.46%
$58.36 - $67.72 $102K - $119K
48.9K $3.31M
WFC
Wells Fargo & Company

Financial Services
-637
- 0.35%
$66.78 - $81.42 $42.5K - $51.9K
182K $13.1M
HWM
Howmet Aerospace Inc.

Industrials
-2.12K
- 8.33%
$110.79 - $139.39 $235K - $296K
23.3K $3.03M
ADP
Automatic Data Processing Inc

Industrials
-954
- 2.27%
$286.85 - $318.64 $274K - $304K
41.1K $12.5M
PSX
Phillips 66

Energy
-1.46K
- 3.17%
$113.93 - $131.55 $166K - $192K
44.7K $5.52M
NOC
Northrop Grumman Corp

Industrials
-55
- 0.81%
$433.45 - $513.82 $23.8K - $28.3K
6.76K $3.46M
ED
Consolidated Edison Inc

Utilities
-114
- 0.83%
$88.0 - $110.59 $10K - $12.6K
13.6K $1.5M
AON
Aon PLC

Financial Services
-163
- 1.84%
$348.44 - $409.32 $56.8K - $66.7K
8.68K $3.46M
TRV
Travelers Companies, Inc.

Financial Services
-94
- 0.69%
$232.43 - $265.13 $21.8K - $24.9K
13.6K $3.6M
EXC
Exelon Corp

Utilities
-217
- 0.58%
$37.3 - $46.08 $8.09K - $10K
37.5K $1.73M
VTR
Ventas, Inc.

Real Estate
-83
- 0.23%
$56.9 - $70.47 $4.72K - $5.85K
35.5K $2.44M
ECL
Ecolab Inc.

Basic Materials
-66
- 0.33%
$229.72 - $269.82 $15.2K - $17.8K
19.7K $4.99M
BR
Broadridge Financial Solutions, Inc.

Technology
-761
- 2.25%
$221.46 - $244.83 $169K - $186K
33.1K $8.03M
MCK
Mckesson Corp

Healthcare
-20
- 0.49%
$566.21 - $672.99 $11.3K - $13.5K
4.02K $2.71M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-5.91K
- 0.78%
$13.05 - $13.97 $77.1K - $82.5K
752K $10.2M
BK
Bank Of New York Mellon Corp

Financial Services
-1.68K
- 2.15%
$75.42 - $88.95 $126K - $149K
76.2K $6.39M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-44.9K
- 5.02%
$33.84 - $37.77 $1.52M - $1.7M
850K $31M
SCHW
Schwab Charles Corp

Financial Services
-1.71K
- 1.31%
$71.24 - $83.64 $122K - $143K
129K $10.1M
GILD
Gilead Sciences, Inc.

Healthcare
-789
- 3.0%
$89.14 - $117.41 $70.3K - $92.6K
25.5K $2.86M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-785
- 2.01%
$34.58 - $45.97 $27.1K - $36.1K
38.2K $1.76M
CTAS
Cintas Corp

Industrials
-126
- 0.58%
$182.09 - $208.14 $22.9K - $26.2K
21.6K $4.44M
YUM
Yum Brands Inc

Consumer Cyclical
-28
- 0.14%
$123.25 - $162.53 $3.45K - $4.55K
20.5K $3.23M
BMY
Bristol Myers Squibb CO

Healthcare
-4.26K
- 2.45%
$53.9 - $63.11 $230K - $269K
170K $10.3M
DUK
Duke Energy Corp

Utilities
-111
- 0.3%
$105.87 - $121.97 $11.8K - $13.5K
37.2K $4.53M
COP
Conocophillips

Energy
-4.25K
- 2.35%
$88.6 - $105.85 $376K - $449K
176K $18.5M
WELL
Welltower Inc.

Real Estate
-655
- 2.51%
$124.05 - $156.86 $81.3K - $103K
25.5K $3.9M
SHEL
Shell PLC

Energy
-1.75K
- 2.39%
$62.84 - $73.29 $110K - $128K
71.5K $5.24M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.02K
- 0.31%
$77.7 - $78.94 $235K - $238K
966K $76.3M
KMB
Kimberly Clark Corp

Consumer Defensive
-464
- 0.65%
$124.46 - $147.4 $57.7K - $68.4K
71.2K $10.1M
CVS
Cvs Health Corp

Healthcare
-5.28K
- 10.2%
$44.22 - $68.64 $233K - $362K
46.5K $3.15M
EPD
Enterprise Products Partners L.P.

Energy
-24.3K
- 3.8%
$31.75 - $34.14 $772K - $830K
616K $21M
OTIS
Otis Worldwide Corp

Industrials
-2.25K
- 1.8%
$90.77 - $104.01 $204K - $234K
123K $12.6M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-11K
- 1.45%
$128.74 - $138.67 $1.41M - $1.52M
748K $102M
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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