Friday, May 18, 2018

Justify Will Win the 143rd Preakness on Saturday!

  143rd Preakness Predictions

The 143rd running of the Preakness will be held on Saturday with a much smaller field than the Kentucky Derby. As a reminder, I correctly picked Justify (#7) to win the Derby two weeks ago – making it five Derby winners in a row... and I believe Justify will easily win on Saturday.  While his 1-2 line is very rich, he will run near the front and eventually win the Preakness going away --- the second leg of the Triple Crown.

Best Horse: #7 (1:2) Justify.  With the best trainer in the business, Bob Baffert, and  top jockey, Mike Smith, aboard Justify – the handicappers have this right. This is a large and fast horse – Baffert called him the LeBron James of thoroughbreds – and he trained American Pharoah! The only issue is that Justify sustained a minor hoof injury running in the slop in Louisville, but this won’t stop him, but it might keep his time near 1:54. Justify dominates the field on Saturday!

Image result for justify horse

In the Money: #5 (3:1) Good Magic. Although Justify will be the next Triple Crown winner, Good Magic will keep him honest. He ran second in the Derby – and will likely place second again this week. With a solid trainer, Chad Brown, and Jose Ortiz in the irons, #5 will finish in the money. Nice post position should keep him near the front and by following Justify he will be near the front of the 1 3/16 mile Pimlico main course at the end of the race.

Image result for good magic horse

Long-shot: #8 (20:1) Bravazo. Trained by the legendary, D. Wayne Lukas (a Wisconsin native), and ridden by Luis Saez, Bravazo is a true long-shot. His 20-1 odds should probably be even higher given his inconsistent past performances.  The sixth-place finish in the Derby was a surprise – and who knows, Lukas has won the Preakness six times! With a small field and running next to Justify, Bravazo could offer a nice payout in an exotic bet.

Image result for bravazo horse

Good luck!

Wednesday, May 16, 2018

Marquette AIM Class of 2018 Annual Performance Report of the AIM Funds

AIM Class of 2018 Posts Strong Investment Performance

Last week the students in the AIM Program Class of 2018 presented the investment performance of the three AIM Funds. To view the report (in PDF format) follow this link:

Tuesday, May 15, 2018

Marquette AIM Small Cap Equity Fund Holdings as of 5/15/2018

The AIM Class of 2019 is now managing the AIM Funds. Here is a listing of the current holdings of the AIM Small Cap Fund.

AIM Small Cap Equity Fund as of 5/15/2018 Ticker Sector
Agree Realty Corp ADC Real Estate
Albany International Corp AIN Consumer Cyclical
AMN Healthcare Services Inc AMN Healthcare
Anixter International Inc AXE Industrials
Apollo Commercial Real Estate Finance Inc ARI Real Estate
Astec Industries Inc ASTE Industrials
Astronics Corp Class B ATROB Industrials
ATN International Inc ATNI Communication Services
AxoGen Inc AXGN Healthcare
Bank of the Ozarks Inc OZRK Financial Services
Beacon Roofing Supply Inc BECN Basic Materials
BlackLine Inc BL Technology
BofI Holding Inc BOFI Financial Services
Boot Barn Holdings Inc BOOT Consumer Cyclical
CalAmp Corp CAMP Technology
California Water Service Group CWT Utilities
Callon Petroleum Co CPE Energy
Carriage Services Inc CSV Consumer Cyclical
Central Garden & Pet Co Class A CENTA Consumer Defensive
Columbia Banking System Inc COLB Financial Services
Comfort Systems USA Inc FIX Industrials
Cracker Barrel Old Country Store Inc CBRL Consumer Cyclical
Cryolife Inc CRY Healthcare
Eagle Pharmaceuticals Inc EGRX Healthcare
Editas Medicine Inc EDIT Healthcare
Envestnet Inc ENV Financial Services
Exact Sciences Corp EXAS Healthcare
Fair Isaac Corp FICO Technology
FirstCash Inc FCFS Financial Services
Franklin Electric Co Inc FELE Industrials
Green Dot Corp GDOT Financial Services
GTT Communications Inc GTT Communication Services
Hannon Armstrong Sustainable Infrastructure Capital Inc HASI Real Estate
Heron Therapeutics Inc HRTX Healthcare
Horizon Bancorp (IN) HBNC Financial Services
Ichor Holdings Ltd ICHR Technology
Innophos Holdings Inc IPHS Basic Materials
Inogen Inc INGN Healthcare
iRobot Corp IRBT Technology
iShares Russell 2000 ETF IWM  
John B Sanfilippo & Son Inc JBSS Consumer Defensive
Johnson Outdoors Inc Class A JOUT Consumer Cyclical
Kennametal Inc KMT Industrials
KMG Chemicals Inc KMG Basic Materials
Landec Corp LNDC Consumer Defensive
LendingTree Inc TREE Financial Services
Malibu Boats Inc Class A MBUU Consumer Cyclical
MDU Resources Group Inc MDU Basic Materials
Methode Electronics Inc Class A MEI Technology
Natera Inc NTRA Healthcare
New Relic Inc NEWR Technology
NexPoint Residential Trust Inc NXRT Real Estate
Nicolet Bankshares Inc NCBS Financial Services
NN Inc NNBR Industrials
Novanta Inc NOVT Technology
Ollie's Bargain Outlet Holdings Inc OLLI Consumer Defensive
Oxford Industries Inc OXM Consumer Cyclical
Patrick Industries Inc PATK Consumer Cyclical
Paycom Software Inc PAYC Technology
Planet Fitness Inc A PLNT Consumer Cyclical
RadNet Inc RDNT Healthcare
Ring Energy Inc REI Energy
Sensient Technologies Corp SXT Basic Materials
Shenandoah Telecommunications Co SHEN Communication Services
ShotSpotter Inc SSTI Technology
Solaris Oilfield Infrastructure Inc Class A SOI Energy Inc STMP Technology
Standex International Corp SXI Industrials
Superior Uniform Group Inc SGC Consumer Cyclical
Synnex Corp SNX Industrials
Tactile Systems Technology Inc TCMD Healthcare
The Hackett Group Inc HCKT Industrials
Tronox Ltd TROX Basic Materials
Universal Insurance Holdings Inc UVE Financial Services
US Silica Holdings Inc SLCA Basic Materials
Verint Systems Inc VRNT Technology
Versum Materials Inc VSM Basic Materials
Wintrust Financial Corp WTFC Financial Services
World Wrestling Entertainment Inc Class A WWE Consumer Cyclical

Marquette AIM Fixed Income Fund Holdings as of 5/15/2018

The AIM Class of 2019 is now managing the AIM Funds. Here is a listing of the current holdings.

Marquette AIM Fixed Income Fund as of 5/15/2018 Category
Portfolio Weight 
iShares US Treasury Bond ETF US Fund Intermediate Government 18.59 1.72
iShares Core US Aggregate Bond ETF US Fund Intermediate-Term Bond 15.12 2.45
iShares MBS ETF US Fund Intermediate Government 13.81 2.40
iShares 0-5 Year Invmt Grade Corp Bd ETF US Fund Short-Term Bond 12.87 2.08
iShares 1-3 Year Credit Bond ETF US Fund Short-Term Bond 11.88 1.73
iShares Floating Rate Bond ETF US Fund Ultrashort Bond 9.75 1.59
iShares iBoxx $ Invmt Grade Corp Bd ETF US Fund Corporate Bond 8.09 3.30
PIMCO Broad US TIPS ETF US Fund Inflation-Protected Bond 6.52 1.78
iShares 20+ Year Treasury Bond ETF US Fund Long Government 2.92 2.59
MARSHALL GOVT MONEY MARKET US Fund Money Market - Taxable 0.45 0.98

Marquette AIM International Equity Fund Holdings as of 5/15/2018

The AIM Class of 2019 is now managing the AIM Funds. Here is a listing of the current holdings.

Marquette AIM International Fund as of 5/15/2018 Ticker Domicile Sector
ABB Ltd ADR ABB Switzerland Industrials
Accenture PLC A ACN Ireland Technology
Aegon NV ADR AEG Netherlands Financial Services
Alibaba Group Holding Ltd ADR BABA Cayman Islands Consumer Cyclical
Aptiv PLC APTV Jersey Consumer Cyclical
Assured Guaranty Ltd AGO Bermuda Financial Services
Aviva PLC ADR AVVIY United Kingdom Financial Services
BAE Systems PLC ADR BAESY United Kingdom Industrials
BANDAI NAMCO Holdings Inc NCBDF Japan Consumer Cyclical
Bank of N.T Butterfield & Son Ltd NTB Bermuda Financial Services
Barclays PLC ADR BCS United Kingdom Financial Services
Basf SE ADR BASFY Germany Basic Materials
Bbva Banco Frances,S.A. ADR BFR Argentina Financial Services
Brookfield Infrastructure Partners LP BIP Bermuda Utilities
Brookfield Property Partners LP BPY Bermuda Real Estate
Carnival PLC ADR CUK United Kingdom Consumer Cyclical
China Mobile Ltd ADR CHL Hong Kong Communication Services
City Office REIT Inc CIO Canada Real Estate
Companhia De Saneamento Basico Do Estado De Sao Paulo SBS Brazil Utilities
Danone SA ADR DANOY France Consumer Defensive
Enbridge Inc ENB Canada Energy
FirstService Corp FSV Canada Real Estate
Golar LNG Ltd GLNG Bermuda Industrials
Grupo Aeroportuario del Pacifico SAB de CV PAC Mexico Industrials
Grupo Supervielle SA ADR SUPV Argentina Financial Services
Heineken NV ADR HEINY Netherlands Consumer Defensive
Iberdrola SA ADR IBDRY Spain Utilities
Icon PLC ICLR Ireland Healthcare
IHS Markit Ltd A INFO Bermuda Industrials
Jazz Pharmaceuticals PLC JAZZ Ireland Healthcare
KONE Oyj ADR KNYJY Finland Industrials
Lazard Ltd Shs A LAZ Bermuda Financial Services
L'Oreal SA ADR LRLCY France Consumer Defensive
Lululemon Athletica Inc LULU Canada Consumer Cyclical
Marine Harvest ASA ADR MHGVY Norway Consumer Defensive
Medtronic PLC MDT Ireland Healthcare
MercadoLibre Inc MELI Brazil Consumer Cyclical
Michael Kors Holdings Ltd KORS British Virgin Islands Consumer Cyclical
New Oriental Education & Technology Group EDU Cayman Islands Consumer Defensive
NICE Ltd ADR NICE Israel Technology
Nidec Corp ADR NJDCY Japan Industrials
Nippon Telegraph & Telephone Corp ADR NTTYY Japan Communication Services
ORIX Corp ADR IX Japan Financial Services
Pernod Ricard SA ADR PDRDY France Consumer Defensive
Rio Tinto PLC ADR RIO United Kingdom Basic Materials
Schneider Electric SE ADR SBGSY France Industrials
Seven & i Holdings Co Ltd SVNDF Japan Consumer Defensive
SolarEdge Technologies Inc SEDG Canada Technology
Suncor Energy Inc SU Canada Energy
Syneron Medical Ltd ELOS Israel Healthcare
Taiwan Semiconductor Manufacturing Co TSM Taiwan Technology
TAL International Group Inc TRTN Bermuda Industrials
Talend SA ADR TLND France Technology
Tencent Holdings Ltd ADR TCEHY Cayman Islands Technology
The Toronto-Dominion Bank TD Canada Financial Services
Tokyo Electron Ltd ADR TOELY Japan Technology
Total SA ADR TOT France Energy
Triton International Ltd Ordinary Shares TRTN Bermuda Industrials
Vedanta Ltd ADR VEDL India Basic Materials
Venator Materials PLC VNTR United Kingdom Basic Materials
Vestas Wind Systems A/S ADR VWDRY Denmark Industrials
Vodafone Group PLC ADR VOD United Kingdom Communication Services
WNS (Holdings) Ltd ADR WNS Jersey Industrials