MCM
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MAI Capital Management’s ASE Group ASX Stock Holding History

MAI Capital Management’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$192K Buy
8,850
+7,949
+882% +$167K ﹤0.01% 1481
2025
Q4 		$14.5K Hold
901
– – ﹤0.01% 2676
2025
Q3 		$9.99K Sell
901
-4,068
-82% -$42.6K ﹤0.01% 2744
2025
Q2 		$51.3K Buy
4,969
+4,771
+2,410% +$44.5K ﹤0.01% 1841
2025
Q1 		$1.74K Sell
198
-560
-74% -$5.7K ﹤0.01% 3002
2024
Q4 		$7.63K Buy
+758
New +$7.55K ﹤0.01% 2628

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UBS Group
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return