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
$133M
AUM Growth
-$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$588K
3
+$507K
4
HDSN icon
Hudson Technologies
HDSN
+$506K
5
OVRL
OVERLAND STORAGE INC
OVRL
+$418K

Top Sells

1
+$9.27M
2
+$4.19M
3
+$3.98M
4
ACHC icon
Acadia Healthcare
ACHC
+$3.38M
5
SRGA
Surgalign Holdings, Inc. Common Stock
SRGA
+$2.52M

Sector Composition

1 Technology 27%
2 Industrials 11.28%
3 Healthcare 9.2%
4 Materials 6.48%
5 Energy 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 1.03%
12,790
+170
27
$1.14M 0.85%
44,670
+1,958
28
$1.05M 0.79%
31,669
-50
29
$1.03M 0.77%
10,496
+6,000
30
$1.02M 0.77%
5,534
-107
31
$968K 0.73%
9,908
-897
32
$839K 0.63%
15,496
-576
33
$755K 0.57%
24,783
+106
34
$605K 0.45%
12,450
+1,100
35
$592K 0.44%
4,090
+2,000
36
$497K 0.37%
31,500
37
$494K 0.37%
11,358
-210
38
$478K 0.36%
24,948
+9,128
39
$463K 0.35%
6,505
-416
40
$430K 0.32%
11,131
-100
41
$430K 0.32%
119,250
-11,800
42
$406K 0.31%
104,136
43
$401K 0.3%
7,723
44
$399K 0.3%
4,850
-500
45
$398K 0.3%
5,041
-265
46
$374K 0.28%
162,500
47
$360K 0.27%
15,700
-14,200
48
$356K 0.27%
5,100
49
$331K 0.25%
9,310
-220
50
$329K 0.25%
2,763
+1
1
2
3 4