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
$400M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$3.33M
3
+$2.46M
4
EXE
Expand Energy Corp
EXE
+$1.25M
5
TTI icon
TETRA Technologies
TTI
+$700K

Top Sells

1
+$4.67M
2
+$3.17M
3
+$2.76M
4
EVLV icon
Evolv Technologies
EVLV
+$1.81M
5
INVE icon
Identive
INVE
+$1.49M

Sector Composition

1 Financials 31.17%
2 Technology 19.73%
3 Industrials 9.49%
4 Healthcare 9.2%
5 Energy 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.33M 1.08%
29,913
+214
27
$4.06M 1.01%
41,940
-225
28
$4.04M 1.01%
58,868
+1,050
29
$4.01M 1%
115,135
-5,705
30
$3.86M 0.97%
69,895
-150
31
$3.63M 0.91%
152,975
-650
32
$3.56M 0.89%
162,740
-2,175
33
$3.19M 0.8%
32,114
+150
34
$3.15M 0.79%
101,725
-300
35
$3.13M 0.78%
36,628
-10,768
36
$3.11M 0.78%
406,050
-750
37
$2.98M 0.74%
98,525
-25,785
38
$2.84M 0.71%
16,947
+108
39
$2.79M 0.7%
11,528
-100
40
$2.77M 0.69%
10,010
-45
41
$2.76M 0.69%
104,154
-1,684
42
$2.43M 0.61%
113,680
-5,267
43
$2.21M 0.55%
240,475
-5,275
44
$2.18M 0.54%
390,700
-8,100
45
$2.16M 0.54%
12,075
-4,895
46
$2.14M 0.53%
138,100
-750
47
$1.99M 0.5%
373,338
+612
48
$1.78M 0.44%
2,306
-69
49
$1.68M 0.42%
154,409
+537
50
$1.54M 0.38%
54,686
-3,900
1
2
3 4 5