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
$350M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$7.47M
3
+$5.71M
4
HDSN icon
Hudson Technologies
HDSN
+$5.01M
5
LAND
Gladstone Land Corp
LAND
+$2.83M

Top Sells

1
+$4.45M
2
+$1.16M
3
+$829K
4
ILMN icon
Illumina
ILMN
+$484K
5
CVX icon
Chevron
CVX
+$381K

Sector Composition

1 Financials 35.42%
2 Technology 19.91%
3 Healthcare 10.05%
4 Industrials 9.64%
5 Energy 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.92M 0.83%
20,307
-2,655
27
$2.91M 0.83%
187,675
+1,750
28
$2.83M 0.81%
167,660
+8,275
29
$2.83M 0.81%
+156,325
30
$2.65M 0.76%
202,186
+926
31
$2.61M 0.75%
45,701
-100
32
$2.5M 0.71%
16,153
+560
33
$2.43M 0.69%
119,036
+3,445
34
$2.37M 0.68%
18,806
+6,478
35
$2.34M 0.67%
72,890
-1,570
36
$2.28M 0.65%
25,055
-40
37
$2.27M 0.65%
+419,310
38
$2.26M 0.65%
51,657
+40,724
39
$2.25M 0.64%
226,450
+200
40
$2.12M 0.6%
+361,023
41
$1.98M 0.57%
32,855
-400
42
$1.98M 0.56%
72,022
-813
43
$1.85M 0.53%
+1,533
44
$1.81M 0.52%
44,921
-84
45
$1.66M 0.48%
58,216
-590
46
$1.66M 0.47%
43,772
+29,148
47
$1.62M 0.46%
61,035
+27,085
48
$1.61M 0.46%
26,800
-120
49
$1.61M 0.46%
+139,939
50
$1.6M 0.46%
16,100
-320
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