MCM

Marathon Capital Management Portfolio holdings

AUM $465M
1-Year Est. Return 21.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$7.55M
2
+$6.66M
3
+$4.68M
4
ADMA icon
ADMA Biologics
ADMA
+$2.62M
5
SRPT icon
Sarepta Therapeutics
SRPT
+$1.77M

Top Sells

1
+$5.2M
2
+$4.87M
3
+$4.37M
4
TROW icon
T. Rowe Price
TROW
+$3.69M
5
MSFT icon
Microsoft
MSFT
+$1.12M

Sector Composition

1 Financials 26.82%
2 Technology 20.06%
3 Healthcare 11.87%
4 Industrials 10.12%
5 Energy 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.62M 1.18%
+263,627
27
$4.51M 1.15%
1,341,645
-82,550
28
$4.46M 1.14%
29,209
-213
29
$4.46M 1.14%
131,882
+5,479
30
$4.14M 1.05%
47,745
-280
31
$4.12M 1.05%
106,170
-2,165
32
$3.97M 1.01%
131,975
-15,250
33
$3.54M 0.9%
161,265
-1,770
34
$3.49M 0.89%
38,045
+15,245
35
$3.47M 0.88%
11,378
-105
36
$3.45M 0.88%
222,510
-22,425
37
$3.37M 0.86%
395,850
-18,025
38
$3.11M 0.79%
10,740
-175
39
$3.05M 0.78%
146,420
+7,524
40
$2.94M 0.75%
103,930
+5,955
41
$2.73M 0.7%
34,527
-482
42
$2.67M 0.68%
16,745
-11
43
$2.57M 0.65%
231,375
-7,400
44
$2.41M 0.61%
99,510
-4,945
45
$2.21M 0.56%
55,833
-2,765
46
$2.15M 0.55%
56,685
+12,145
47
$2.08M 0.53%
11,975
48
$2.03M 0.52%
249,450
-133,250
49
$2.01M 0.51%
2,576
+450
50
$1.85M 0.47%
93,080
-7,045
1
2
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