Sunday, August 26, 2018

What's Inside Marquette's AIM Small Cap Equity Fund? At Look at the Current Holdings (Including Six Stocks That Have More Than Doubled in 2018)

Holdings and YTD Performance of the AIM Small Cap Fund as of 8/26/2018

As presented previously, the Small Cap Fund managed by the students in Marquette's Applied Investment Management (AIM) program have generated outstanding performance recently.

Since the beginning of the year, the AIM Fund is up 20.6% compared to the Russell 2000 Index which is up 13.2%. - over 7.4% above the benchmark.

Six stock holdings have more than doubled since the beginning of 2018 (including ShotSpotter and Natera which have increased more than 200% since January 1st). 8 of the top 10 performers in 2018 are in either the Technology or Healthcare industries.

The table below lists the individual holdings of the AIM Small Cap Fund - to enlarge the table and view the YTD returns, click on the table.