MCM

Marathon Capital Management Portfolio holdings

AUM $465M
1-Year Est. Return 21.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.49%
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
+$4.66M
2
+$3.06M
3
+$2.31M
4
AAPL icon
Apple
AAPL
+$2.2M
5
MSFT icon
Microsoft
MSFT
+$1.82M

Top Sells

1
+$3.11M
2
+$1.22M
3
+$1.18M
4
DFS
Discover Financial Services
DFS
+$685K
5
BCX icon
BlackRock Resources & Commodities Strategy Trust
BCX
+$610K

Sector Composition

1 Financials 47.82%
2 Technology 15.24%
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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227
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228
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229
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230
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231
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-1,745
232
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-5,587
233
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-9,742
234
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-400
235
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-1,620
236
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-12,500
6 7 8 9
10