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
$294M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.99M
3
+$1.96M
4
CVX icon
Chevron
CVX
+$1.89M
5
ABBV icon
AbbVie
ABBV
+$1.52M

Top Sells

1
+$4.9M
2
+$2.69M
3
+$1.73M
4
KRNT icon
Kornit Digital
KRNT
+$1.29M
5
VOD icon
Vodafone
VOD
+$1.21M

Sector Composition

1 Financials 51.87%
2 Technology 15.43%
3 Healthcare 7.74%
4 Industrials 7.23%
5 Energy 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 0.67%
132,155
+39,775
27
$1.93M 0.66%
15,070
+599
28
$1.93M 0.66%
63,876
+275
29
$1.89M 0.64%
+15,672
30
$1.86M 0.63%
100,625
+21,125
31
$1.81M 0.62%
30,133
+20,382
32
$1.78M 0.61%
10,058
+6,668
33
$1.69M 0.57%
13,496
+616
34
$1.61M 0.55%
9,900
+2,110
35
$1.6M 0.55%
124,700
+41,750
36
$1.53M 0.52%
35,750
-3,500
37
$1.49M 0.51%
11,130
-2,970
38
$1.38M 0.47%
23,263
-50
39
$1.34M 0.46%
19,212
+12,428
40
$1.31M 0.44%
50,050
-775
41
$1.27M 0.43%
70,200
-800
42
$1.25M 0.43%
36,550
-37,700
43
$1.22M 0.41%
14,010
+2,843
44
$1.19M 0.4%
12,840
+3,540
45
$1.14M 0.39%
90,865
-3,400
46
$1.1M 0.38%
12,575
+8,166
47
$1.1M 0.37%
31,550
+3,100
48
$1.09M 0.37%
+16,130
49
$1.07M 0.36%
256,397
+77,901
50
$1.07M 0.36%
+64,950
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