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
$248M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.19M
3
+$944K
4
GLW icon
Corning
GLW
+$817K
5
YETI icon
Yeti Holdings
YETI
+$797K

Top Sells

1
+$3.61M
2
+$2.21M
3
+$1.71M
4
TROW icon
T. Rowe Price
TROW
+$1.53M
5
TSEM icon
Tower Semiconductor
TSEM
+$1.32M

Sector Composition

1 Financials 56.83%
2 Technology 15.56%
3 Healthcare 6.35%
4 Industrials 6.13%
5 Energy 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$675K 0.27%
+8,916
52
$653K 0.26%
23,314
+4,544
53
$594K 0.24%
396
-4
54
$592K 0.24%
9,751
+175
55
$586K 0.24%
10,759
-92
56
$574K 0.23%
16,795
+1,410
57
$574K 0.23%
3,390
58
$545K 0.22%
5,012
59
$540K 0.22%
15,895
-5,097
60
$508K 0.2%
2,444
61
$500K 0.2%
12,849
62
$500K 0.2%
100,150
-68,500
63
$479K 0.19%
6,784
-216
64
$475K 0.19%
668,805
-8,300
65
$438K 0.18%
5,949
66
$401K 0.16%
12,500
67
$390K 0.16%
4,409
+1
68
$381K 0.15%
10,858
+532
69
$369K 0.15%
1,717
70
$366K 0.15%
20,000
71
$359K 0.14%
6,625
72
$357K 0.14%
7,890
-2,760
73
$357K 0.14%
25,295
74
$350K 0.14%
5,740
75
$350K 0.14%
230
1 2
3
4 5