Kristy Thom

@Marquette Asset Management, Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$612.724M

Total holdings190

Assets growth rate-2.85%

Assets growth rate (2-Q avg)2.17%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Marquette Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 190 positions.

Assets under management

The assets under management (AUM) of Marquette Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 612.724M in assets, with a quarterly growth rate of -2.85% and a 2-quarter average growth rate of 2.17%. The portfolio is managed by Kristy Thom, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ALTOAlto Ingredients Inc Recent Activity New Position	0.04%	$212,775 136,394 shares@ $1.57 avg price	New Position
MGXMetagenomi Inc Recent Activity New Position	0.04%	$184,399 51,080 shares@ $3.62 avg price	New Position
ITOSIteos Therapeutics Inc Recent Activity New Position	0.02%	$121,851 15,866 shares@ $7.69 avg price	New Position
KZRKezar Life Sciences Inc Recent Activity New Position	0.02%	$119,650 17,805 shares@ $6.73 avg price	New Position
FDMT4d Molecular Therapeutics In Recent Activity New Position	0.02%	$116,191 20,860 shares@ $5.58 avg price	New Position
ORMPOramed Pharmaceuticals Inc Recent Activity New Position	0.02%	$80,613 33,311 shares@ $2.43 avg price	New Position
VWOBVanguard Whitehall Fds Recent Activity New Position	0.01%	$1,011 16 shares@ $63.19 avg price	New Position
IEFAIshares Tr Recent Activity New Position	0.01%	$984 14 shares@ $70.29 avg price	New Position