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
$441M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$3.47M
3
+$2.44M
4
AAPL icon
Apple
AAPL
+$2.11M
5
MSFT icon
Microsoft
MSFT
+$1.76M

Top Sells

1
+$2.9M
2
+$1.24M
3
+$1.01M
4
DFS
Discover Financial Services
DFS
+$671K
5
BCX icon
BlackRock Resources & Commodities Strategy Trust
BCX
+$610K

Sector Composition

1 Financials 47.82%
2 Technology 14.72%
3 Healthcare 11%
4 Industrials 10.14%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.39M 0.77%
166,660
-2,757
27
$3.34M 0.76%
20,340
+8,520
28
$3.23M 0.73%
29,915
+50
29
$3.12M 0.71%
11,442
+287
30
$2.96M 0.67%
49,727
+475
31
$2.95M 0.67%
63,043
-2,251
32
$2.73M 0.62%
110,700
+525
33
$2.7M 0.61%
74,825
+830
34
$2.64M 0.6%
26,015
+2,768
35
$2.46M 0.56%
373,525
-3,625
36
$2.46M 0.56%
189,580
-21,500
37
$2.44M 0.55%
+74,195
38
$2.33M 0.53%
33,295
+1,350
39
$2.3M 0.52%
29,518
-75
40
$2.3M 0.52%
45,785
+425
41
$2.29M 0.52%
34,380
-2,125
42
$2.27M 0.52%
40,525
+3,455
43
$2.23M 0.51%
16,700
+5,560
44
$2.17M 0.49%
60,998
-350
45
$2.13M 0.48%
38
-18
46
$2.08M 0.47%
99,541
+1,615
47
$2.07M 0.47%
15,460
+7,180
48
$1.99M 0.45%
32,195
-1,023
49
$1.85M 0.42%
8,712
-570
50
$1.79M 0.41%
36,460
-2,075
1
2
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