MAM
Marquette Asset Management Portfolio holdings
AUM
$597M
This Quarter Return
+5.84%
1 Year Return
+14.22%
3 Year Return
+53.31%
5 Year Return
+85.41%
10 Year Return
+179.97%
AUM
$631M
AUM Growth
+$631M
(+7.2%)
Cap. Flow
+$9.28M
Cap. Flow
% of AUM
1.47%
Top 10 Holdings %
Top 10 Hldgs %
75.11%
Holding
257
New
64
Increased
32
Reduced
37
Closed
27
Top Buys
Top Sells
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.79M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$347K |
| 3 |
Limoneira
LMNR
|
$229K |
| 4 |
Union Pacific
UNP
|
$184K |
| 5 |
Caesarstone
CSTE
|
$181K |
Sector Composition
| 1 | Technology | 1.53% |
| 2 | Consumer Discretionary | 0.97% |
| 3 | Healthcare | 0.84% |
| 4 | Communication Services | 0.61% |
| 5 | Industrials | 0.5% |
