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
$258M
AUM Growth
-$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.45M
3
+$1.11M
4
TTGT icon
TechTarget
TTGT
+$1.07M
5
ENPH icon
Enphase Energy
ENPH
+$885K

Top Sells

1
+$3.17M
2
+$1.84M
3
+$1.83M
4
OZK icon
Bank OZK
OZK
+$498K
5
INWK
InnerWorkings, Inc.
INWK
+$422K

Sector Composition

1 Financials 55.91%
2 Technology 16.89%
3 Healthcare 5.19%
4 Industrials 4.71%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 0.82%
23,808
-1,587
27
$2.1M 0.81%
433,475
+182,600
28
$1.86M 0.72%
85,175
-350
29
$1.78M 0.69%
19,905
-525
30
$1.74M 0.67%
30,856
-660
31
$1.67M 0.65%
405,046
+48,242
32
$1.63M 0.63%
75,341
-2,425
33
$1.53M 0.59%
+101,950
34
$1.45M 0.56%
+6,010
35
$1.38M 0.54%
250,721
-13,910
36
$1.36M 0.53%
92,370
+11,900
37
$1.33M 0.52%
107,784
-16,500
38
$1.26M 0.49%
159,841
-53,383
39
$1.19M 0.46%
25,163
40
$1.16M 0.45%
13,907
-350
41
$1.15M 0.44%
895,975
+67,900
42
$1.14M 0.44%
11,380
-200
43
$1.12M 0.44%
19,965
-85
44
$1.11M 0.43%
+202,000
45
$1.07M 0.42%
+55,270
46
$1.06M 0.41%
20,090
+975
47
$1.05M 0.41%
9,322
-335
48
$953K 0.37%
25,113
-13,129
49
$950K 0.37%
104,777
-2,550
50
$817K 0.32%
12,070
-838
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