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
$432M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.65M
3
+$2.6M
4
CECO icon
Ceco Environmental
CECO
+$1.12M
5
AMD icon
Advanced Micro Devices
AMD
+$723K

Top Sells

1
+$1.53M
2
+$1.34M
3
+$1.19M
4
TTI icon
TETRA Technologies
TTI
+$584K
5
AVID
Avid Technology Inc
AVID
+$428K

Sector Composition

1 Financials 49.06%
2 Technology 13.84%
3 Healthcare 10.22%
4 Industrials 9.01%
5 Consumer Discretionary 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.36M 0.78%
29,865
-125
27
$3.32M 0.77%
169,417
-3,826
28
$3.3M 0.76%
65,294
-3,667
29
$3.19M 0.74%
73,995
30
$3.1M 0.72%
11,155
-100
31
$2.96M 0.69%
29,593
+125
32
$2.92M 0.68%
211,080
-800
33
$2.83M 0.65%
377,150
-1,250
34
$2.81M 0.65%
49,252
35
$2.74M 0.63%
31,945
+50
36
$2.66M 0.62%
45,360
-350
37
$2.43M 0.56%
97,926
+650
38
$2.43M 0.56%
23,247
+202
39
$2.3M 0.53%
36,505
+150
40
$2.19M 0.51%
37,070
-550
41
$2.11M 0.49%
61,348
-2,474
42
$2.04M 0.47%
9,282
-94
43
$2.03M 0.47%
11,820
+340
44
$2.01M 0.46%
33,218
-200
45
$2M 0.46%
56
+10
46
$1.72M 0.4%
97,555
-3,000
47
$1.71M 0.4%
38,535
-3,125
48
$1.71M 0.4%
12,653
-50
49
$1.66M 0.38%
178,260
+1,750
50
$1.65M 0.38%
89,485
-1,000
1
2
3 4 5