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
$202M
AUM Growth
-$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.24M
3
+$2.04M
4
HBI icon
Hanesbrands
HBI
+$1.66M
5
CFMS
Conformis, Inc. Common Stock
CFMS
+$1.05M

Top Sells

1
+$1.54M
2
+$905K
3
+$858K
4
MSFT icon
Microsoft
MSFT
+$524K
5
KOPN icon
Kopin
KOPN
+$407K

Sector Composition

1 Financials 49.14%
2 Technology 17.51%
3 Industrials 7.89%
4 Materials 5.24%
5 Healthcare 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 0.87%
157,779
-2,398
27
$1.66M 0.82%
+79,875
28
$1.6M 0.79%
59,330
+1,025
29
$1.54M 0.76%
35,897
-650
30
$1.41M 0.7%
17,511
-449
31
$1.29M 0.64%
14,310
-500
32
$1.24M 0.61%
15,655
-190
33
$1.14M 0.57%
27,104
-6,539
34
$1.05M 0.52%
+8,058
35
$1.02M 0.5%
53,750
+350
36
$1.01M 0.5%
28,300
-375
37
$807K 0.4%
22,472
-372
38
$769K 0.38%
23,955
+2,716
39
$764K 0.38%
+12,594
40
$749K 0.37%
4,498
-3
41
$689K 0.34%
37,661
-50
42
$676K 0.33%
13,250
-1,000
43
$639K 0.32%
7,791
-387
44
$592K 0.29%
4,500
45
$538K 0.27%
14,125
+150
46
$476K 0.24%
11,225
-25
47
$473K 0.23%
54,978
-268
48
$459K 0.23%
116,343
49
$420K 0.21%
1,870
-107
50
$393K 0.19%
10,906
-6,377
1
2
3 4