MCM

Marathon Capital Management Portfolio holdings

AUM $393M
1-Year Est. Return 6.31%
This Quarter Est. Return
1 Year Est. Return
+6.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$6.05M
3
+$5.07M
4
FNF icon
Fidelity National Financial
FNF
+$4.24M
5
MRO
Marathon Oil Corporation
MRO
+$4.05M

Top Sells

1
+$4.04M
2
+$3.74M
3
+$3.7M
4
ABBV icon
AbbVie
ABBV
+$3.59M
5
USB icon
US Bancorp
USB
+$1.88M

Sector Composition

1 Financials 34.32%
2 Technology 19.61%
3 Industrials 10.93%
4 Healthcare 9.76%
5 Energy 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.96M 0.98%
+110,875
27
$3.95M 0.97%
+72,136
28
$3.79M 0.93%
12,264
-110
29
$3.67M 0.9%
+107,661
30
$3.67M 0.9%
34,484
-11,261
31
$3.57M 0.88%
157,091
+31,175
32
$3.37M 0.83%
84,890
+12,000
33
$3.27M 0.81%
233,950
+74,150
34
$3.24M 0.8%
158,535
+44,900
35
$3.08M 0.76%
168,415
+475
36
$3.07M 0.76%
+94,895
37
$3.01M 0.74%
18,440
-243
38
$2.96M 0.73%
191,911
+250
39
$2.95M 0.73%
381,810
-37,500
40
$2.88M 0.71%
45,701
41
$2.87M 0.71%
15,668
-485
42
$2.8M 0.69%
323,790
+72,650
43
$2.79M 0.69%
18,763
+39
44
$2.79M 0.69%
71,699
-283
45
$2.64M 0.65%
158,444
+1,073
46
$2.63M 0.65%
20,202
+16,482
47
$2.39M 0.59%
144,615
+16,725
48
$2.39M 0.59%
157,208
+17,269
49
$2.35M 0.58%
32,275
-350
50
$2.32M 0.57%
26,750
-50
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2
3 4 5