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
$397M
AUM Growth
-$7.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.65M
3
+$3.27M
4
KVUE icon
Kenvue
KVUE
+$2.66M
5
CALX icon
Calix
CALX
+$2.48M

Top Sells

1
+$4.25M
2
+$3.57M
3
+$2.79M
4
BDC icon
Belden
BDC
+$2.6M
5
PSX icon
Phillips 66
PSX
+$2.56M

Sector Composition

1 Financials 32.48%
2 Technology 16.88%
3 Industrials 13.12%
4 Energy 10.18%
5 Healthcare 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.26M 1.07%
20,373
+15,660
27
$4.2M 1.06%
113,460
+1,450
28
$4.16M 1.05%
71,670
+3,025
29
$3.75M 0.94%
72,751
+2,540
30
$3.65M 0.92%
+211,000
31
$3.41M 0.86%
33,079
-555
32
$3.29M 0.83%
169,040
+675
33
$3.15M 0.79%
43,791
-360
34
$2.99M 0.75%
190,860
+774
35
$2.96M 0.74%
20,394
+335
36
$2.94M 0.74%
71,285
+140
37
$2.89M 0.73%
106,420
+4,500
38
$2.77M 0.7%
16,178
+535
39
$2.66M 0.67%
+132,478
40
$2.62M 0.66%
164,275
+6,075
41
$2.61M 0.66%
122,135
+8,300
42
$2.52M 0.63%
17,293
+55
43
$2.51M 0.63%
167,446
+17,135
44
$2.48M 0.63%
28,974
-3,286
45
$2.48M 0.62%
+54,080
46
$2.42M 0.61%
176,800
+118,090
47
$2.36M 0.59%
485,800
+47,965
48
$2.22M 0.56%
156,137
-5,104
49
$2.1M 0.53%
251,050
+25,975
50
$2.03M 0.51%
+9,760
1
2
3 4 5