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
$248M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.19M
3
+$944K
4
GLW icon
Corning
GLW
+$817K
5
YETI icon
Yeti Holdings
YETI
+$797K

Top Sells

1
+$3.61M
2
+$2.21M
3
+$1.71M
4
TROW icon
T. Rowe Price
TROW
+$1.53M
5
TSEM icon
Tower Semiconductor
TSEM
+$1.32M

Sector Composition

1 Financials 56.83%
2 Technology 15.56%
3 Healthcare 6.35%
4 Industrials 6.13%
5 Energy 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 0.64%
92,380
-1,425
27
$1.55M 0.62%
39,250
-14,485
28
$1.49M 0.6%
79,500
+41,205
29
$1.44M 0.58%
14,100
-320
30
$1.41M 0.57%
25,435
-10
31
$1.3M 0.52%
52,435
+260
32
$1.25M 0.51%
23,313
33
$1.22M 0.49%
11,887
-275
34
$1.21M 0.49%
60,921
-800
35
$1.19M 0.48%
+82,950
36
$1.17M 0.47%
466,700
-97,450
37
$1.15M 0.46%
50,825
38
$1.09M 0.44%
544,520
+162,075
39
$1.06M 0.43%
20,977
+840
40
$1.05M 0.42%
94,265
-6,300
41
$974K 0.39%
71,000
-500
42
$944K 0.38%
+7,790
43
$897K 0.36%
11,167
-8
44
$807K 0.33%
9,300
-220
45
$797K 0.32%
+28,450
46
$749K 0.3%
22,340
+400
47
$730K 0.29%
11,980
48
$712K 0.29%
95,209
-2,950
49
$697K 0.28%
193,580
-53,550
50
$680K 0.27%
178,496
-20,101
1
2
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