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
$441M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$3.47M
3
+$2.44M
4
AAPL icon
Apple
AAPL
+$2.11M
5
MSFT icon
Microsoft
MSFT
+$1.76M

Top Sells

1
+$2.9M
2
+$1.24M
3
+$1.01M
4
DFS
Discover Financial Services
DFS
+$671K
5
BCX icon
BlackRock Resources & Commodities Strategy Trust
BCX
+$610K

Sector Composition

1 Financials 47.82%
2 Technology 14.72%
3 Healthcare 11%
4 Industrials 10.14%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.75M 0.4%
12,553
-100
52
$1.69M 0.38%
173,210
-5,050
53
$1.58M 0.36%
89,435
-50
54
$1.52M 0.34%
+4,464
55
$1.36M 0.31%
99,992
+275
56
$1.35M 0.31%
46,465
+630
57
$1.35M 0.31%
12,984
+4,236
58
$1.27M 0.29%
3,215
+639
59
$1.18M 0.27%
215,976
-39,179
60
$1.15M 0.26%
4,403
+1,668
61
$1.13M 0.26%
321,000
-5,825
62
$1.13M 0.26%
231,028
-21,182
63
$1.11M 0.25%
158,225
+2,000
64
$1.04M 0.24%
50,430
+37,230
65
$1M 0.23%
3,716
+896
66
$978K 0.22%
6,497
+352
67
$967K 0.22%
14,949
+949
68
$966K 0.22%
16,419
+1,960
69
$928K 0.21%
22,043
+3,560
70
$871K 0.2%
3,907
+2,714
71
$866K 0.2%
7,842
-125
72
$859K 0.2%
+3,693
73
$853K 0.19%
3,688
+961
74
$833K 0.19%
15,859
+901
75
$823K 0.19%
+1,525
1 2
3
4 5