MCM

Marathon Capital Management Portfolio holdings

AUM $437M
1-Year Est. Return 13.23%
This Quarter Est. Return
1 Year Est. Return
+13.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$441M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$3.47M
3
+$2.44M
4
AAPL icon
Apple
AAPL
+$2.11M
5
MSFT icon
Microsoft
MSFT
+$1.76M

Top Sells

1
+$2.9M
2
+$1.24M
3
+$1.01M
4
DFS
Discover Financial Services
DFS
+$671K
5
BCX icon
BlackRock Resources & Commodities Strategy Trust
BCX
+$610K

Sector Composition

1 Financials 47.82%
2 Technology 14.72%
3 Healthcare 11%
4 Industrials 10.14%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-2,500
227
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-5,504
228
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-2,203
229
– –
-1,018
230
– –
-1,745
231
– –
-5,587
232
– –
-5,672
233
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-9,742
234
– –
-400
235
– –
-1,620
236
– –
-12,500
6 7 8 9
10