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
$432M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.65M
3
+$2.6M
4
CECO icon
Ceco Environmental
CECO
+$1.12M
5
AMD icon
Advanced Micro Devices
AMD
+$723K

Top Sells

1
+$1.53M
2
+$1.34M
3
+$1.19M
4
TTI icon
TETRA Technologies
TTI
+$584K
5
AVID
Avid Technology Inc
AVID
+$428K

Sector Composition

1 Financials 49.06%
2 Technology 13.84%
3 Healthcare 10.22%
4 Industrials 9.01%
5 Consumer Discretionary 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.59M 0.37%
45,835
+250
52
$1.42M 0.33%
147,250
-1,450
53
$1.4M 0.32%
11,140
-100
54
$1.36M 0.31%
255,155
-7,150
55
$1.32M 0.3%
99,717
+27,000
56
$1.21M 0.28%
8,748
+1,827
57
$1.19M 0.27%
2,576
-103
58
$1.12M 0.26%
+156,225
59
$1.11M 0.26%
326,825
-23,000
60
$1.01M 0.23%
8,280
+120
61
$977K 0.23%
252,210
-5,358
62
$958K 0.22%
24,000
63
$912K 0.21%
14,459
-425
64
$910K 0.21%
6,145
+60
65
$890K 0.21%
7,967
66
$846K 0.2%
15,102
+346
67
$819K 0.19%
18,483
-2,072
68
$809K 0.19%
14,958
-999
69
$807K 0.19%
10,000
-2,000
70
$800K 0.19%
6,865
71
$797K 0.18%
2,735
72
$787K 0.18%
4,815
73
$786K 0.18%
14,000
74
$751K 0.17%
7,330
+100
75
$736K 0.17%
21,355
-10,000
1 2
3
4 5