MAI Capital Management Q3 2021 Filing

Filed November 12, 2021

Portfolio Value

$5.2B

Holdings

800

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (800 positions)

StockValue
WSTWest Pharmaceutical Services
$1.4M
RBC RTY 2-7-22 20 buff
$1.4M
GS MID 2-9-22 20 buff
$1.4M
CITCintas Inc.
$1.4M
XLFISPDR Consumer Staples Select S
$1.4M
TRVTravelers Companies Inc
$1.4M
JCIJohnson Controls Intl. PLC
$1.4M
NSCNorfolk Southern
$1.4M
DIODDiodes Inc.
$1.4M
GS Mid Due 11-23-23 15 Buff
$1.3M
COOCooper Companies
$1.3M
PAYCPaycom Software Inc
$1.3M
FDDFirst Tr Pfrd Sec & Inc ETF
$1.3M
AIGAmerican International Group
$1.3M
TTCToro Co
$1.3M
VBRVanguard Small Cap Value Fund
$1.3M
SPSCSPS Commerce
$1.3M
TDYTeledyne Technologies Inc
$1.3M
MLB1Mercadolibre Inc
$1.3M
XLUSPDR Utilities Index
$1.3M
DSV AS ADR
$1.3M
ELEstee Lauder
$1.3M
BAXBaxter International
$1.3M
DELLDell Technologies C
$1.3M
NTRANatera Inc
$1.2M
AAGIYAIA Group Ltd ADR
$1.2M
GS RTY 7-26-23 15 buff
$1.2M
ZIONZions Bancorp NA
$1.2M
Pernod Ricard Sa ADR
$1.2M
NTDOYNintendo ADR
$1.2M
DWDMorgan Stanley
$1.2M
DTEGYDeutsche Telekom ADR
$1.2M
BOXDropbox Inc. Class A
$1.2M
ICLRICON Public Limited Company
$1.2M
A4SAmeriprise Financial Inc
$1.2M
NEONeogenomics Inc
$1.2M
RBC SPX 5-22-23 15 buff
$1.2M
NVSNNovartis AG ADR
$1.2M
XLBMaterials Select Sector SPDR
$1.2M
STZConstellation Brands Inc.
$1.2M
RHHBYRoche Holding ADR
$1.1M
CARRCarrier Global Corp
$1.1M
FRCBFirst Republic Bank of CA
$1.1M
DFIVDimensional International Valu
$1.1M
Wisdomtree Emerg Markets
$1.1M
CICigna Corp
$1.1M
Twitter Inc
$1.1M
HBANHuntington Bancshares
$1.1M
FNDXSchwab Fd US Lg Co ETF
$1.1M
SRIStoneridge Inc
$1.1M
SAPSAP SE Spon ADR
$1.1M
Experian plc ADR
$1.1M
CSLLYCSL Limited ADR
$1.1M
FNDFloor & Decor Holdings Inc
$1.1M
RJFRaymond James Financial
$1.0M
VWAGYVolkswagen AG ADR
$1.0M
LVLNSPDR S&P Bank ETF
$1.0M
RBC RTY due 3-14-24 15 buff
$1.0M
GDGeneral Dynamics
$1.0M
DUKDuke Energy Corp.
$1.0M
TELTE Connectivity
$1.0M
CP.TOCanadian Pacific Railway
$1.0M
ISRGIntuitive Surgical Inc
$1.0M
EEMAIshares Inc MSCI EM Asia ETF
$999K
PXDEURPioneer Natural Resources
$993K
Zanite Acquisition Corp
$991K
AtriCure Inc
$982K
PNCPNC Financial Services Group
$977K
CHDChurch & Dwight Co
$968K
IEXIDEX Corp
$964K
CTSHCognizant Technology Solutions
$962K
CMECME Group Inc
$953K
LRLCYL'Oreal Co ADR
$953K
USRTiShares Core U.S. REIT ETF
$940K
BURLBurlington Stores Inc
$935K
AWGAsbury Automotive
$934K
SNYSanofi-Aventis Spon ADR
$933K
ZTSZoetis Inc
$924K
DraftKings Inc
$922K
RSPInvesco S&P 500 Equal Weight E
$921K
STTState Street Corp.
$917K
LSRCFLasertec Corp ADR
$909K
IYWiShares US Technology
$903K
AZTABrooks Automation
$893K
DASTYDassault Systemes ADR
$886K
Communication Services Select
$883K
CSXCSX Corp
$880K
SLBSchlumberger Limited
$879K
EOGEOG Resources
$867K
T. Rowe Price Blue Chip Growth
$859K
SPYSPDR S&P 500 ETF
$858K
LZAGYLonza Group AG
$847K
GEGeneral Electric Company
$841K
TWLOTwilio Inc
$838K
VFHVanguard Financials ETF
$836K
MASMasco Corp
$829K
Teladoc Health Inc
$827K
HDBHDFC Bank Ltd.
$824K
VYMVanguard High Dividend Yield E
$821K
RACEFerrari NV
$820K
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