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Asset Manager ← All Institutions

MAI Capital Management

Q2 2025 · Filed 2025-08-12
Market Value
$14.4B
+9.1%
Holdings
3,721
+430
New Purchases
600
Added To
1,590
Closed
93
Reduced
756
Top 10 Concentration
26.8%
Turnover
18.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 3.21% 2.72% +0.49% $461M
IVV 7.45% 7.00% +0.44% $1.1B
AVGO 1.27% 0.86% +0.42% $183M
NVDA 1.68% 1.32% +0.36% $242M
ORCL 0.52% 0.36% +0.16% $75M
SPY 3.36% 3.21% +0.15% $483M
JPST 0.17% 0.03% +0.14% $25M
IEMG 0.88% 0.74% +0.14% $127M
VEA 1.60% 1.47% +0.13% $230M
IJH 2.28% 2.16% +0.12% $328M
QQQ 1.33% 1.21% +0.11% $191M
IVW 0.85% 0.74% +0.11% $123M
IEFA 1.27% 1.16% +0.11% $183M
TSM 0.39% 0.30% +0.09% $56M
JPM 0.89% 0.80% +0.09% $128M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 2.69% 3.17% -0.47% $387M
UNH 0.49% 0.74% -0.26% $70M
LLY 0.45% 0.69% -0.24% $64M
PFE 0.06% 0.26% -0.20% $9M
V 0.89% 1.03% -0.14% $128M
ABBV 0.70% 0.83% -0.13% $100M
SGOV 1.01% 1.14% -0.13% $146M
BRK-B 0.70% 0.83% -0.12% $101M
JNJ 0.60% 0.71% -0.11% $86M
PEP 0.29% 0.39% -0.10% $42M
SHW 0.59% 0.68% -0.10% $84M
PG 0.61% 0.70% -0.09% $87M
VTV 0.30% 0.38% -0.08% $42M
HD 0.59% 0.67% -0.08% $85M
MA 0.41% 0.49% -0.07% $59M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $6.3B 44.0%
Large Cap 1,051 $6.7B 46.6%
Mid Cap 1,169 $955M 6.6%
Small Cap 1,042 $322M 2.2%
Micro Cap 377 $66M 0.5%

Portfolio Analytics

Avg Market Cap
$30.8B
Median Market Cap
$3.7B
Avg P/E
30.8
Median P/E
19.4
Avg Dividend Yield
0.03%
Avg Beta
1.00
# Stocks
2,552
# ETFs / Funds
1,169

Top Holdings (3,721 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 7.45% 1,724,153 $1.1B $620.90 $148M +81,751 +5.0%
2 SPY 3.36% 781,145 $483M $617.85 $60M +24,820 +3.3%
3 MSFT 3.21% 926,612 $461M $497.41 $103M -26,718 -2.8%
4 AAPL 2.69% 1,886,893 $387M $205.17 -$30M +8,591 +0.5%
5 IJH 2.28% 5,293,658 $328M $62.02 $43M +411,109 +8.4%
6 NVDA 1.68% 1,529,438 $242M $157.99 $68M -76,847 -4.8%
7 AMZN 1.63% 1,064,938 $234M $219.39 $30M -3,213 -0.3%
8 VEA 1.60% 4,032,047 $230M $57.01 $36M +211,479 +5.5%
9 IJR 1.54% 2,026,145 $221M $109.29 $13M +35,231 +1.8%
10 IVE 1.39% 1,019,527 $199M $195.42 $11M +33,807 +3.4%
11 VIG 1.34% 943,374 $193M $204.67 $12M +11,620 +1.2%
12 QQQ 1.33% 345,449 $191M $551.64 $31M +4,722 +1.4%
13 AVGO 1.27% 663,927 $183M $275.65 $70M -11,134 -1.6%
14 IEFA 1.27% 2,188,260 $183M $83.48 $29M +159,049 +7.8%
15 IWF 1.18% 398,651 $169M $424.58 $17M -21,878 -5.2%
16 VWO 1.15% 3,344,313 $165M $49.46 $13M -16,147 -0.5%
17 GOOGL 1.02% 829,689 $146M $176.23 $13M -29,073 -3.4%
18 SGOV 1.01% 1,446,099 $146M $100.69 -$5M -47,846 -3.2%
19 MDY 0.98% 249,015 $141M $566.48 $11M +4,630 +1.9%
20 META 0.96% 187,612 $138M $738.09 $18M -21,416 -10.2%
21 JPM 0.89% 440,915 $128M $289.91 $23M +12,956 +3.0%
22 V 0.89% 359,628 $128M $355.05 -$8M -27,268 -7.0%
23 IEMG 0.88% 2,108,966 $127M $60.03 $29M +306,811 +17.0%
24 IVW 0.85% 1,114,092 $123M $110.10 $25M +61,879 +5.9%
25 GOOG 0.79% 638,331 $113M $177.39 $1M -78,008 -10.9%
26 VTI 0.75% 355,582 $108M $303.93 $9M -3,861 -1.1%
27 SDY 0.72% 767,082 $104M $135.73 $3M +18,830 +2.5%
28 IWM 0.72% 481,751 $104M $215.79 $15M +38,161 +8.6%
29 BRK-B 0.70% 208,599 $101M $485.77 -$8M +4,115 +2.0%
30 RSP 0.70% 556,734 $101M $181.74 $7M +13,075 +2.4%
31 ABBV 0.70% 539,434 $100M $185.62 -$9M +19,996 +3.9%
32 COST 0.66% 95,818 $95M $989.94 $5M +922 +1.0%
33 VGSH 0.61% 1,503,531 $88M $58.78 $5M +90,610 +6.4%
34 PG 0.61% 548,346 $87M $159.32 -$5M +8,843 +1.6%
35 JNJ 0.60% 561,519 $86M $152.75 -$8M -3,020 -0.5%
36 HD 0.59% 230,667 $85M $366.64 -$3M -8,847 -3.7%
37 SHW 0.59% 246,019 $84M $343.36 -$6M -11,813 -4.6%
38 VCSH 0.55% 991,382 $79M $79.50 $3M +25,086 +2.6%
39 RTX 0.54% 527,003 $77M $146.02 $6M -6,287 -1.2%
40 NFLX 0.53% 56,927 $76M $1,339.12 $15M -9,204 -13.9%
41 PULS 0.52% 1,506,101 $75M $49.76 $4M +78,185 +5.5%
42 ORCL 0.52% 342,770 $75M $218.63 $27M +1,212 +0.3%
43 VOO 0.51% 128,494 $73M $568.03 $9M +4,271 +3.4%
44 BKNG 0.50% 12,325 $71M $5,789.25 $10M -930 -7.0%
45 UNH 0.49% 224,275 $70M $311.97 -$28M +37,526 +20.1%
46 IWD 0.48% 358,539 $70M $194.23 $8M +32,527 +10.0%
47 IJK 0.46% 729,867 $66M $90.98 $5M -11,219 -1.5%
48 SCHG 0.46% 2,252,000 $66M $29.21 $9M +952 +0.0%
49 CSCO 0.46% 946,246 $66M $69.38 $8M +6,157 +0.7%
50 IGSB 0.46% 1,243,214 $66M $52.76 $3M +53,434 +4.5%
51 ABT 0.46% 481,563 $65M $136.01 $5M +27,966 +6.2%
52 LLY 0.45% 82,495 $64M $779.53 -$26M -27,061 -24.7%
53 MA 0.41% 105,732 $59M $561.94 -$5M -11,574 -9.9%
54 SCHD 0.40% 2,177,360 $58M $26.50 -$2M +34,104 +1.6%
55 TSM 0.39% 248,588 $56M $226.49 $17M +12,357 +5.2%
56 QCOM 0.39% 351,634 $56M $159.26 $3M +6,185 +1.8%
57 WMT 0.37% 542,905 $53M $97.78 $8M +26,769 +5.2%
58 SYK 0.36% 129,597 $51M $395.63 $11M +21,565 +20.0%
59 XOM 0.36% 474,428 $51M $107.80 -$2M +25,878 +5.8%
60 BAC 0.35% 1,076,005 $51M $47.32 $8M +41,325 +4.0%
61 VGT 0.35% 76,223 $51M $663.28 $9M -1,109 -1.4%
62 BSCQ 0.35% 2,548,276 $50M $19.52 -$2M -86,293 -3.3%
63 BSCP 0.34% 2,357,194 $49M $20.68 -$4M -191,321 -7.5%
64 BSCR 0.33% 2,410,055 $47M $19.65 $3M +122,576 +5.4%
65 USMV 0.33% 498,855 $47M $93.87 -$265K -3,945 -0.8%
66 ACN 0.32% 155,389 $46M $298.89 -$2M -824 -0.5%
67 IEF 0.32% 476,652 $46M $95.77 $781K +6,195 +1.3%
68 CB 0.32% 157,131 $46M $289.72 $123K +6,792 +4.5%
69 VUG 0.32% 103,358 $45M $438.40 $7M -145 -0.1%
70 HON 0.31% 194,108 $45M $232.88 $4M +1,858 +1.0%
71 VB 0.31% 188,608 $45M $236.98 -$2M -19,807 -9.5%
72 QLTA 0.31% 932,200 $45M $47.84 $3M +53,979 +6.2%
73 SLQD 0.31% 879,957 $45M $50.59 $2M +25,863 +3.0%
74 SPAB 0.31% 1,715,318 $44M $25.60 $3M +94,846 +5.8%
75 IGIB 0.31% 823,158 $44M $53.29 $4M +70,275 +9.3%
76 MCD 0.30% 148,599 $43M $292.17 -$2M +1,851 +1.3%
77 XLK 0.30% 169,218 $43M $253.23 $7M -2,477 -1.4%
78 VZ 0.30% 984,942 $43M $43.27 -$2M +5,396 +0.6%
79 VONE 0.30% 151,668 $43M $280.86 $7M +10,963 +7.8%
80 VTV 0.30% 240,118 $42M $176.74 -$7M -46,913 -16.3%
81 PEP 0.29% 318,252 $42M $132.04 -$10M -26,188 -7.6%
82 SCHF 0.29% 1,901,395 $42M $22.10 $9M +233,428 +14.0%
83 IJJ 0.29% 332,483 $41M $123.58 $2M +2,232 +0.7%
84 PPA 0.29% 289,831 $41M $141.69 $5M -23,122 -7.4%
85 VHT 0.28% 164,457 $41M $248.34 -$4M -3,606 -2.1%
86 IWN 0.28% 257,179 $41M $157.76 $2M +66 +0.0%
87 IWR 0.28% 434,754 $40M $91.97 $8M +55,174 +14.5%
88 ETN 0.27% 108,879 $39M $356.99 $10M +1,076 +1.0%
89 TSLA 0.26% 117,703 $37M $317.66 $9M +9,175 +8.4%
90 CVX 0.25% 248,522 $36M $143.19 -$5M +5,436 +2.2%
91 EFA 0.25% 395,969 $35M $89.39 $3M +2,998 +0.8%
92 AGG 0.24% 353,400 $35M $99.20 $3M +27,879 +8.6%
93 KO 0.24% 486,819 $34M $70.75 $3M +54,695 +12.7%
94 DFAI 0.24% 987,085 $34M $34.57 $6M +72,010 +7.9%
95 IGF 0.23% 562,147 $33M $59.20 $6M +55,382 +10.9%
96 IAU 0.23% 529,102 $33M $62.36 $865K -15,844 -2.9%
97 SPDW 0.23% 805,968 $33M $40.49 $2M -44,517 -5.2%
98 TLH 0.22% 317,095 $32M $101.60 -$172K +4,915 +1.6%
99 BSCS 0.22% 1,569,972 $32M $20.49 $316K +4,739 +0.3%
100 SCHX 0.22% 1,302,510 $32M $24.44 $3M -7,539 -0.6%

Options Breakdown

154 Calls $26M Call Value 35 Puts $45M Put Value 1.77 P/C Ratio

Top Calls

SymbolSharesValueStatus
AAPL 20,500 $4M
NVDA 25,500 $4M
APO 12,700 $2M
TSM 7,800 $2M
TSLA 3,400 $1M
AVGO 3,100 $855K
META 800 $590K
GS 600 $425K
NFLX 300 $402K
MSFT 800 $398K

Top Puts

SymbolSharesValueStatus
SHW 15,400 $5M
MSFT 9,900 $5M
CDNS 13,800 $4M
AAPL 20,200 $4M
LLY 5,100 $4M
ABNB 26,500 $4M
HD 4,900 $2M
ISRG 3,300 $2M
QCOM 10,500 $2M
MCK 2,100 $2M

New Positions

SymbolValue% Port
AVLC $667K —%
AVUS $329K —%
CGBD $285K —%
TPYP $248K —%
KB $234K —%
WF $215K —%
WIT $205K —%
FAS $194K —%
CGNG $176K —%
B $162K —%
CVM $149K —%
FWRD $145K —%
SOC $123K —%
BUXX $102K —%
KEP $93K —%

Sold Out Positions

SymbolValue% Port
WDI —%
DMB —%
SCM —%
HLF —%
STEM —%
IVR —%
CHCT —%
EBS —%
ATKR —%
MED —%
NXE —%
ELPC —%
IPI —%
CXM —%
MYI —%
View SEC EDGAR Filings for MAI Capital Management →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms