MCM

Marathon Capital Management Portfolio holdings

AUM $393M
1-Year Est. Return 6.31%
This Quarter Est. Return
1 Year Est. Return
+6.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.99M
3
+$1.96M
4
CVX icon
Chevron
CVX
+$1.89M
5
ABBV icon
AbbVie
ABBV
+$1.52M

Top Sells

1
+$4.9M
2
+$2.69M
3
+$1.73M
4
KRNT icon
Kornit Digital
KRNT
+$1.29M
5
VOD icon
Vodafone
VOD
+$1.21M

Sector Composition

1 Financials 51.87%
2 Technology 15.43%
3 Healthcare 7.74%
4 Industrials 7.23%
5 Energy 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$977K 0.33%
309,450
-157,250
52
$917K 0.31%
633
+237
53
$910K 0.31%
16,447
+5,688
54
$901K 0.31%
460,020
-84,500
55
$874K 0.3%
14,235
+10,671
56
$872K 0.3%
21,695
+4,900
57
$832K 0.28%
6,088
+3,598
58
$819K 0.28%
27,719
+4,405
59
$819K 0.28%
12,260
+280
60
$775K 0.26%
+13,725
61
$740K 0.25%
91,703
-3,506
62
$723K 0.25%
740,105
+71,300
63
$721K 0.25%
+6,866
64
$671K 0.23%
463
+233
65
$664K 0.23%
+8,580
66
$572K 0.19%
+15,380
67
$556K 0.19%
4,947
-65
68
$553K 0.19%
+3,466
69
$534K 0.18%
+6,000
70
$531K 0.18%
+9,096
71
$527K 0.18%
+1,354
72
$516K 0.18%
12,849
73
$510K 0.17%
7,620
+1,880
74
$505K 0.17%
+5,350
75
$486K 0.17%
9,660
+1,770
1 2
3
4 5