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
$405M
AUM Growth
-$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$4.28M
3
+$1.92M
4
RIG icon
Transocean
RIG
+$1.28M
5
ZETA icon
Zeta Global
ZETA
+$885K

Top Sells

1
+$5.07M
2
+$3.67M
3
+$1.79M
4
ENPH icon
Enphase Energy
ENPH
+$1.59M
5
CECO icon
Ceco Environmental
CECO
+$1.01M

Sector Composition

1 Financials 33.27%
2 Technology 18.66%
3 Industrials 12.87%
4 Healthcare 9.81%
5 Energy 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.88M 0.96%
33,634
-850
27
$3.86M 0.95%
108,978
-1,897
28
$3.78M 0.93%
148,390
-18,270
29
$3.74M 0.92%
70,211
-1,925
30
$3.7M 0.91%
68,645
-16,245
31
$3.47M 0.86%
36,380
-3,900
32
$3.35M 0.83%
44,151
-1,550
33
$3.33M 0.82%
71,145
-554
34
$3.32M 0.82%
150,311
-6,780
35
$3.16M 0.78%
168,365
-50
36
$2.92M 0.72%
20,059
-143
37
$2.83M 0.7%
190,086
-1,825
38
$2.79M 0.69%
92,695
-2,200
39
$2.79M 0.69%
15,643
-25
40
$2.73M 0.67%
382,310
+500
41
$2.63M 0.65%
437,835
-16,035
42
$2.62M 0.65%
161,241
+2,797
43
$2.62M 0.65%
17,238
-1,525
44
$2.6M 0.64%
27,200
+450
45
$2.56M 0.63%
113,835
-44,700
46
$2.45M 0.61%
32,260
-15
47
$2.33M 0.58%
249,090
-74,700
48
$2.3M 0.57%
101,920
-18,195
49
$2.26M 0.56%
127,365
-17,250
50
$2.18M 0.54%
64,961
+7,045
1
2
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