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
$218M
AUM Growth
-$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.18M
3
+$736K
4
PGNY icon
Progyny
PGNY
+$621K
5
AEG icon
Aegon
AEG
+$521K

Top Sells

1
+$4.63M
2
+$2.73M
3
+$2.72M
4
TROW icon
T. Rowe Price
TROW
+$2.01M
5
AAPL icon
Apple
AAPL
+$1.53M

Sector Composition

1 Financials 55.25%
2 Technology 15.54%
3 Healthcare 9.56%
4 Industrials 6.39%
5 Energy 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.6%
53,389
-1,184
27
$1.22M 0.56%
12,540
-300
28
$1.21M 0.56%
39,630
-1,400
29
$1.21M 0.56%
22,557
+475
30
$1.21M 0.55%
141,255
+9,100
31
$1.18M 0.54%
933
+300
32
$1.14M 0.52%
15,724
+52
33
$1.12M 0.51%
65,896
+2,020
34
$1.11M 0.51%
65,350
+400
35
$1.11M 0.51%
483,499
+227,102
36
$1.02M 0.47%
20,963
-2,300
37
$978K 0.45%
13,331
-679
38
$964K 0.44%
46,780
-3,270
39
$904K 0.42%
36,350
-200
40
$904K 0.42%
70,025
-175
41
$883K 0.41%
10,105
-1,025
42
$883K 0.41%
131,400
+6,700
43
$830K 0.38%
120,225
+55,350
44
$759K 0.35%
14,132
-103
45
$747K 0.34%
31,633
+1,500
46
$731K 0.34%
6,088
47
$725K 0.33%
16,397
-50
48
$717K 0.33%
563
+100
49
$713K 0.33%
1,034,355
+294,250
50
$711K 0.33%
18,747
-465
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