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
$427M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3.72M
3
+$1.47M
4
ONDS icon
Ondas Holdings
ONDS
+$1.2M
5
BCX icon
BlackRock Resources & Commodities Strategy Trust
BCX
+$576K

Top Sells

1
+$3.51M
2
+$2.94M
3
+$2.61M
4
META icon
Meta Platforms (Facebook)
META
+$1.52M
5
AMZN icon
Amazon
AMZN
+$1.37M

Sector Composition

1 Financials 48.27%
2 Technology 14.83%
3 Industrials 10.89%
4 Healthcare 10.74%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-4,634
227
– –
-2,340
228
– –
-633
229
– –
-2,210
230
– –
-1,865
231
– –
-2,362
232
– –
-10,000
233
– –
-3,416
234
– –
-2,232
6 7 8 9
10