Your funds, side by side
These are the lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- MAI MANAGED VOLATILITY FUND FORUM FUNDS · 73 lines · as of May 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | MAI MANAGED VOLATILITY FUND |
|---|---|
| Apple Inc | 5.43 % |
| Alphabet Inc | 4.67 % |
| NVIDIA Corp | 4.56 % |
| Microsoft Corp | 3.90 % |
| Broadcom Inc | 3.62 % |
| Advanced Micro Devices Inc | 2.71 % |
| Amazon.com Inc | 2.65 % |
| Visa Inc | 2.04 % |
| Meta Platforms Inc | 1.94 % |
| JPMorgan Chase & Co | 1.69 % |
| CISCO SYSTEMS INC | 1.45 % |
| Oracle Corp | 1.44 % |
| QUALCOMM Inc | 1.39 % |
| Home Depot Inc/The | 1.39 % |
| NextEra Energy Inc | 1.30 % |
| RTX Corp | 1.15 % |
| Bank of America Corp | 1.14 % |
| Chubb Ltd | 0.97 % |
| Tesla Inc | 0.96 % |
| Honeywell International Inc | 0.94 % |
| AbbVie Inc | 0.90 % |
| Walmart Inc | 0.88 % |
| Berkshire Hathaway Inc | 0.83 % |
| Amgen Inc | 0.82 % |
| Intel Corp | 0.77 % |
| ServiceNow Inc | 0.67 % |
| Wells Fargo & Co | 0.66 % |
| Citigroup Inc | 0.66 % |
| Kinder Morgan Inc | 0.66 % |
| UnitedHealth Group Inc | 0.65 % |
Titelia read 73 lines in these 1 funds.