MCM

MAI Capital Management Portfolio holdings

AUM $14.4B
1-Year Est. Return 16.14%
This Quarter Est. Return
1 Year Est. Return
+16.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$9.43M
3 +$8.84M
4
XLNX
Xilinx Inc
XLNX
+$8.27M
5
AMGN icon
Amgen
AMGN
+$6.63M

Top Sells

1 +$12.6M
2 +$11.5M
3 +$9.96M
4
CHL
China Mobile Limited
CHL
+$9.86M
5
WFC icon
Wells Fargo
WFC
+$4.54M

Sector Composition

1 Energy 24.89%
2 Technology 10.62%
3 Financials 10.09%
4 Healthcare 9.77%
5 Industrials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-20,255
402
-8,990