MAI Capital Management
Institutional investor · Portfolio as of Q4 2023
SEC EDGAR SourceSEC Filings
MAI Capital Management manages $7.6B across 1151 positions as of Q4 2023. Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Q4 2023 Summary
Active quarter - 0 new positions, 58 exits, 475 increased. No standout high-conviction moves this quarter. Portfolio: $7.6B across 1151 positions.
Top holdings by portfolio weight
Behavioral investing profile
Balanced Allocator92%
7-dimension quality assessment
Solid(3.0 / 5.0)
Holdings
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer