MCM
MAI Capital Management Portfolio holdings
AUM
$16B
1-Year Est. Return
16.95%
1 Year Est. Return
+16.95%
AUM
$16B
AUM Growth
+$1.57B
(+11%)
Holding
3,974
Top Buys
| 1 | +$33.4M | |
| 2 | +$22.7M | |
| 3 | +$18.8M | |
| 4 |
FT Vest US Equity Moderate Buffer ETF September
GSEP
|
+$18M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$14.1M |
Top Sells
| 1 | +$31.8M | |
| 2 | +$16.6M | |
| 3 | +$12.8M | |
| 4 |
Netflix
NFLX
|
+$11.6M |
| 5 |
UnitedHealth
UNH
|
+$11.4M |
Sector Composition
| 1 | Technology | 13.8% |
| 2 | Financials | 6.33% |
| 3 | Healthcare | 4.56% |
| 4 | Communication Services | 4.32% |
| 5 | Consumer Discretionary | 4.02% |
