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
$258M
AUM Growth
-$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.45M
3
+$1.11M
4
TTGT icon
TechTarget
TTGT
+$1.07M
5
ENPH icon
Enphase Energy
ENPH
+$885K

Top Sells

1
+$3.17M
2
+$1.84M
3
+$1.83M
4
OZK icon
Bank OZK
OZK
+$498K
5
INWK
InnerWorkings, Inc.
INWK
+$422K

Sector Composition

1 Financials 55.91%
2 Technology 16.89%
3 Healthcare 5.19%
4 Industrials 4.71%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$756K 0.29%
12,680
-200
52
$692K 0.27%
+19,135
53
$631K 0.24%
42,100
-12,907
54
$599K 0.23%
10,750
55
$589K 0.23%
6,937
-400
56
$583K 0.23%
3,661
-96
57
$552K 0.21%
10,830
+575
58
$530K 0.21%
410
-26
59
$523K 0.2%
5,307
60
$512K 0.2%
13,524
61
$505K 0.2%
2,360
-55
62
$485K 0.19%
10,520
-89
63
$484K 0.19%
24,880
-1,100
64
$481K 0.19%
11,505
65
$459K 0.18%
14,248
-200
66
$434K 0.17%
13,841
67
$418K 0.16%
3,488
+163
68
$406K 0.16%
5,999
69
$406K 0.16%
1,735
-54
70
$389K 0.15%
3,391
71
$383K 0.15%
4,850
72
$370K 0.14%
12,345
+4,022
73
$359K 0.14%
4,317
-50
74
$345K 0.13%
12,500
75
$337K 0.13%
4,358
1 2
3
4 5