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
$199M
AUM Growth
+$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.47M
3
+$1.37M
4
MRK icon
Merck
MRK
+$751K
5
GSK icon
GSK
GSK
+$586K

Top Sells

1
+$1.32M
2
+$1.28M
3
+$724K
4
LNC icon
Lincoln National
LNC
+$557K
5
OVV icon
Ovintiv
OVV
+$464K

Sector Composition

1 Financials 50.09%
2 Technology 19.83%
3 Industrials 7.59%
4 Materials 6.65%
5 Healthcare 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$390K 0.19%
+4,873
52
$371K 0.18%
+4,666
53
$353K 0.18%
+118,943
54
$338K 0.17%
6,262
55
$335K 0.17%
8,620
56
$313K 0.16%
6,100
57
$295K 0.15%
3,037
-150
58
$288K 0.14%
+220
59
$284K 0.14%
5,000
60
$279K 0.14%
6,305
61
$270K 0.13%
1,872
62
$261K 0.13%
32,000
-2,000
63
$258K 0.13%
11,537
64
$257K 0.13%
6,321
+18
65
$241K 0.12%
7,498
-580
66
$235K 0.12%
7,669
+795
67
$229K 0.11%
2,221
+1
68
$223K 0.11%
3,530
-100
69
$223K 0.11%
4,000
70
$222K 0.11%
1,993
71
$219K 0.11%
4,651
-11,825
72
$214K 0.11%
+1,282
73
$214K 0.11%
4,112
+429
74
$207K 0.1%
2,000
75
$204K 0.1%
2,194
-50
1 2
3
4