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
$412M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$3.26M
3
+$2.56M
4
DAR icon
Darling Ingredients
DAR
+$1.56M
5
FMX icon
Fomento Económico Mexicano
FMX
+$1.27M

Top Sells

1
+$4.38M
2
+$1.91M
3
+$1.38M
4
SSYS icon
Stratasys
SSYS
+$1.03M
5
KVUE icon
Kenvue
KVUE
+$711K

Sector Composition

1 Financials 30.38%
2 Technology 20.41%
3 Industrials 10.11%
4 Healthcare 9.94%
5 Energy 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.45M 1.08%
26,629
+15,309
27
$4.18M 1.01%
70,045
-250
28
$4.1M 0.99%
964,625
+178,050
29
$4M 0.97%
42,165
+1,499
30
$3.87M 0.94%
1,248,370
+20,000
31
$3.76M 0.91%
153,625
-1,475
32
$3.65M 0.88%
66,732
-981
33
$3.63M 0.88%
31,964
-100
34
$3.51M 0.85%
124,310
-21,465
35
$3.45M 0.84%
164,915
+200
36
$3.33M 0.81%
398,800
-5,250
37
$3.06M 0.74%
105,838
+399
38
$2.92M 0.71%
16,839
+23
39
$2.9M 0.7%
10,055
+270
40
$2.83M 0.69%
11,628
+78
41
$2.82M 0.68%
406,800
+140,625
42
$2.76M 0.67%
138,850
-1,425
43
$2.75M 0.67%
118,947
-30,752
44
$2.64M 0.64%
102,025
-750
45
$2.51M 0.61%
16,970
-275
46
$2.49M 0.6%
706,775
-8,650
47
$2.15M 0.52%
529,950
+2,500
48
$2.14M 0.52%
153,872
-399
49
$2.1M 0.51%
2,375
-55
50
$1.98M 0.48%
58,586
-600
1
2
3 4 5