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
$348M
AUM Growth
-$78.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$4.21M
3
+$2.82M
4
SSYS icon
Stratasys
SSYS
+$1.46M
5
INVE icon
Identive
INVE
+$1.4M

Top Sells

1
+$4.53M
2
+$2.02M
3
+$1.85M
4
HON icon
Honeywell
HON
+$1.71M
5
ENPH icon
Enphase Energy
ENPH
+$1.64M

Sector Composition

1 Financials 47.58%
2 Technology 16.48%
3 Industrials 11.13%
4 Healthcare 10.09%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.77M 1.08%
186,985
+22,760
27
$3.75M 1.08%
115,830
+50
28
$3.37M 0.97%
160,935
-5,950
29
$2.88M 0.83%
98,640
+6,315
30
$2.82M 0.81%
+15,593
31
$2.77M 0.8%
25,170
-5,520
32
$2.77M 0.79%
33,450
+1,730
33
$2.73M 0.78%
31,635
-1,885
34
$2.62M 0.75%
45,701
-100
35
$2.56M 0.73%
67,518
+2,041
36
$2.55M 0.73%
33,765
-1,425
37
$2.36M 0.68%
44,467
-225
38
$2.34M 0.67%
124,486
+350
39
$2.27M 0.65%
59,940
+121
40
$2.12M 0.61%
41,170
+5
41
$2.11M 0.61%
75,010
+240
42
$2.05M 0.59%
280,410
+101,035
43
$1.9M 0.54%
12,403
-100
44
$1.86M 0.53%
98,320
+3,640
45
$1.84M 0.53%
108,227
+60
46
$1.8M 0.52%
102,585
+20,375
47
$1.79M 0.51%
20,925
-2,070
48
$1.75M 0.5%
161,600
-24,480
49
$1.72M 0.49%
29,570
-193
50
$1.68M 0.48%
271,000
-50,000
1
2
3 4 5