MAI Capital Management Q1 2021 Filing

Filed May 10, 2021

Portfolio Value

$4.5T

Holdings

710

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (710 positions)

StockValue
BKNGBooking Holdings Inc
$10.8B
WMTWalmart Inc
$10.4B
KMIKinder Morgan, Inc.
$10.0B
SCZiShares MSCI EAFE Small Cap In
$10.0B
METMetlife Inc.
$10.0B
GSLCGS Activebeta Large Cap ETF
$9.7B
VGTVanguard Information Technolog
$9.6B
GS SPX 8-11-22 20 buff
$9.4B
WQTMWisdomtree Midcap Dividend
$9.4B
RSPHInvesco S&P 500 Healthcare
$9.3B
VTWGVanguard Russell 1000 ETF
$9.2B
EEMiShares MSCI Emerg Mkts Indx F
$9.2B
BNS MID 10-15-21 20 buff
$9.2B
Farfetch Ltd Class A
$9.0B
INTCIntel Corp
$8.6B
EPDEnterprise Products Ptnrs
$8.5B
TYLTyler Technologies Inc
$7.9B
UPSUnited Parcel Service Inc.
$7.6B
PFEPfizer Inc
$7.3B
TSLATesla Inc.
$6.8B
IJTiShares S&P Small Cap 600 Grow
$6.4B
AMJEURJPMorgan Alerian MLP Index
$6.4B
IJSiShares S&P Small Cap 600 Valu
$6.3B
CVXChevron Corporation
$6.2B
IWBiShares Russell 1000
$6.2B
FDDFirst Trust Capital Strength E
$6.2B
BNS MXEF 10-15-21 20 buff
$6.1B
XLNXEURXilinx Inc
$6.0B
FDDFirst Trust Enhanced Short Mat
$6.0B
DHRDanaher Corp.
$5.9B
RBC SPX 2-24-23 15 buff
$5.9B
VMCVulcan Materials
$5.8B
CCICrown Castle International Cor
$5.8B
DLSWisdomTree Int'l Small Cap Div
$5.5B
NOWServiceNow Inc
$5.5B
BABAAlibaba Group Holding Limited
$5.2B
KOCoca-Cola Co.
$5.2B
BRK-BBerkshire Htwy Cla100 Shs 1 Wh
$5.0B
AQLTiShares Select Dividend ETF
$5.0B
WEPMagellan Midstream Ptnrs LP
$4.8B
NFLXNetflix Inc.
$4.7B
AXPAmerican Express
$4.6B
UBS E-TRACS Alerian MLP Infras
$4.6B
RBC RTY 10-15-21 20 buff
$4.5B
MS SPX 5-13-21 20 buff
$4.5B
iShares MSCI USA Quality Facto
$4.1B
BLKCHFBlackrock Inc
$4.0B
DEDeere & Co
$4.0B
CDNSCadence Design Systems
$4.0B
EWKiShares MSCI USA Min Volatilit
$4.0B
MS MXEA 10-15-21 20 buff
$3.9B
IWPiShares Russell Mid Cap Growth
$3.9B
VGKVanguard Europe ETF
$3.8B
XOMExxon Mobil Corp
$3.7B
TRVCCitigroup
$3.7B
IBMInt'l Business Machines Corp.
$3.7B
DOCUDocuSign Inc.
$3.6B
IWSiShares Russell Mid Cap Value
$3.6B
C MXEA 2-23-23 15 buff
$3.5B
Blackstone Real Estate Income
$3.3B
DBEFDeutsche X Tracks MSCI EAFE
$3.2B
VOOVanguard Index Fds S&P 500
$3.2B
C SPX 2-7-22 20 buff
$3.2B
Digital Turbine Inc
$3.2B
BIDUNBaidu ADR
$3.1B
AMDAdvanced Micro Devices Inc.
$3.1B
NVDANvidia Corp.
$3.0B
PANWPalo Alto Networks Inc.
$3.0B
ADMArcher Daniels Midland Co.
$3.0B
AAXJiShares Tr MSCI AC Asia Ex Jap
$2.8B
FVDFirst Tr Value Line Dividend I
$2.8B
LVMUYLVMH ADR
$2.8B
NSRGYNestle SA ADR
$2.8B
FRELFidelity MSCI Real Estate ETF
$2.8B
PHParker-Hannifin
$2.7B
Millicom International Cellula
$2.7B
ETEnergy Transfer LP
$2.7B
AWMSkyworks Solutions Inc.
$2.7B
XIFRNextera Energy Partners Lp
$2.7B
JPM MXEF 6-8-22 20 buff
$2.6B
Intercontinental Exchange, Inc
$2.6B
XLKSPDR Technology Index
$2.6B
TCEHYTencent Holdings Ltd ADR
$2.6B
AMEAmetek Inc
$2.6B
PKBInvesco Dynamic Building and C
$2.5B
MMM3M Company
$2.5B
KMBKimberly-Clark
$2.5B
BXBlackstone Group Inc
$2.4B
SHOPShopify Inc
$2.4B
GS MID 5-13-21 20 buff
$2.4B
ROPRoper Industries
$2.4B
VUGVanguard Growth ETF
$2.3B
MARMarriott Intl Inc
$2.3B
VVVanguard Large Cap ETF
$2.3B
WFCWells Fargo & Company
$2.3B
CRMSalesforce.com
$2.2B
MRKMerck & Co
$2.2B
WSMWilliams-Sonoma
$2.2B
ITOTIShares Core S&P Total US Stoc
$2.2B
Teladoc Health Inc
$2.2B
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