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
$212M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.33M
3
+$1.27M
4
BAC.PRL icon
Bank of America Series L
BAC.PRL
+$539K
5
PSA icon
Public Storage
PSA
+$368K

Top Sells

1
+$1.77M
2
+$1.51M
3
+$1.01M
4
HDSN icon
Hudson Technologies
HDSN
+$856K
5
CFMS
Conformis, Inc. Common Stock
CFMS
+$741K

Sector Composition

1 Financials 50.28%
2 Technology 15.94%
3 Industrials 6.88%
4 Healthcare 5.57%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.9%
34,739
+603
27
$1.9M 0.89%
14,890
-4
28
$1.87M 0.88%
107,627
+5,652
29
$1.85M 0.87%
79,875
30
$1.4M 0.66%
17,384
-127
31
$1.34M 0.63%
16,180
+525
32
$1.33M 0.63%
+100,605
33
$1.27M 0.6%
+115,000
34
$1.25M 0.59%
14,310
35
$1.2M 0.57%
27,754
+650
36
$909K 0.43%
53,750
37
$869K 0.41%
24,128
+1,656
38
$771K 0.36%
12,602
+8
39
$759K 0.36%
37,661
40
$709K 0.33%
13,250
41
$637K 0.3%
4,334
-164
42
$592K 0.28%
34,016
+10,061
43
$582K 0.27%
7,208
-583
44
$553K 0.26%
14,125
45
$539K 0.25%
+427
46
$503K 0.24%
11,207
-18
47
$477K 0.22%
4,500
48
$457K 0.22%
113,112
-3,231
49
$426K 0.2%
1,870
50
$396K 0.19%
8,720
+100
1
2
3 4