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
$392M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$3.71M
3
+$2.8M
4
CPA icon
Copa Holdings
CPA
+$696K
5
KRNT icon
Kornit Digital
KRNT
+$518K

Top Sells

1
+$5.54M
2
+$5.04M
3
+$4.41M
4
HDSN icon
Hudson Technologies
HDSN
+$1.72M
5
ENPH icon
Enphase Energy
ENPH
+$1.31M

Sector Composition

1 Financials 33.38%
2 Technology 19.7%
3 Healthcare 11.12%
4 Industrials 9.99%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.97M 1.01%
32,064
-240
27
$3.71M 0.95%
+34,495
28
$3.59M 0.92%
67,713
-3,495
29
$3.55M 0.91%
404,050
-196,100
30
$3.43M 0.87%
164,715
-1,500
31
$3.42M 0.87%
155,100
-44,550
32
$3.39M 0.86%
40,666
-2,325
33
$3.2M 0.82%
90,415
+6,775
34
$3.08M 0.78%
715,425
-2,549
35
$2.95M 0.75%
105,439
+119
36
$2.8M 0.71%
+267,975
37
$2.77M 0.71%
16,816
-1,042
38
$2.72M 0.69%
149,699
+514
39
$2.5M 0.64%
9,785
-180
40
$2.48M 0.63%
11,550
-4,173
41
$2.42M 0.62%
12,520
-45
42
$2.34M 0.6%
140,275
-2,150
43
$2.22M 0.57%
17,245
-75
44
$2.21M 0.56%
266,175
+3,025
45
$2.2M 0.56%
2,430
46
$2.11M 0.54%
154,271
+781
47
$2.08M 0.53%
11,320
+755
48
$1.82M 0.46%
137,560
+18,425
49
$1.82M 0.46%
244,146
-16,776
50
$1.8M 0.46%
369,943
+1,693
1
2
3 4 5