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
$398M
AUM Growth
+$456K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$5.23M
3
+$1.32M
4
CPA icon
Copa Holdings
CPA
+$671K
5
O icon
Realty Income
O
+$494K

Top Sells

1
+$8.36M
2
+$4.25M
3
+$3M
4
BLBD icon
Blue Bird Corp
BLBD
+$2.05M
5
HDSN icon
Hudson Technologies
HDSN
+$1.93M

Sector Composition

1 Financials 32.13%
2 Technology 18.26%
3 Industrials 12.2%
4 Healthcare 10.38%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.96M 1%
109,315
+409
27
$3.94M 0.99%
71,883
-868
28
$3.92M 0.99%
70,953
-332
29
$3.85M 0.97%
69,820
-1,850
30
$3.84M 0.97%
200,600
-10,400
31
$3.64M 0.92%
21,403
+1,009
32
$3.57M 0.9%
32,704
-375
33
$3.55M 0.89%
42,991
-800
34
$3.42M 0.86%
34,529
-30,345
35
$3.36M 0.84%
167,790
-1,250
36
$3.09M 0.78%
16,143
-35
37
$3.02M 0.76%
165,009
-25,851
38
$3.01M 0.76%
104,414
-47,482
39
$2.99M 0.75%
139,069
+6,591
40
$2.89M 0.73%
105,745
-675
41
$2.88M 0.72%
141,825
-22,450
42
$2.62M 0.66%
17,876
+583
43
$2.49M 0.63%
57,105
+3,025
44
$2.45M 0.62%
28,174
-800
45
$2.38M 0.6%
153,485
-23,315
46
$2.36M 0.59%
130,225
+9,150
47
$2.24M 0.56%
9,930
+170
48
$2.21M 0.55%
152,706
-3,431
49
$2.17M 0.54%
459,000
-26,800
50
$2.15M 0.54%
61,936
-3,000
1
2
3 4 5