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
$427M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3.72M
3
+$1.47M
4
ONDS icon
Ondas Holdings
ONDS
+$1.2M
5
BCX icon
BlackRock Resources & Commodities Strategy Trust
BCX
+$576K

Top Sells

1
+$3.51M
2
+$2.94M
3
+$2.61M
4
META icon
Meta Platforms (Facebook)
META
+$1.52M
5
AMZN icon
Amazon
AMZN
+$1.37M

Sector Composition

1 Financials 48.27%
2 Technology 14.83%
3 Industrials 10.89%
4 Healthcare 10.74%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.51M 0.35%
10,440
-6,260
52
$1.47M 0.34%
22,995
-9,200
53
$1.47M 0.34%
+156,900
54
$1.45M 0.34%
110,900
+200
55
$1.43M 0.33%
321,000
56
$1.3M 0.3%
11,761
-1,223
57
$1.2M 0.28%
+179,375
58
$1.11M 0.26%
7,749
+49
59
$1.08M 0.25%
7,480
-7,980
60
$1.08M 0.25%
14,000
-949
61
$1.06M 0.25%
6,132
-365
62
$1.06M 0.25%
38
63
$1.03M 0.24%
10,350
64
$1.02M 0.24%
4,293
+600
65
$968K 0.23%
155,375
-2,850
66
$959K 0.22%
2,592
-623
67
$936K 0.22%
15,810
-49
68
$932K 0.22%
5,533
69
$924K 0.22%
19,551
-2,492
70
$916K 0.21%
7,832
-10
71
$907K 0.21%
146,250
-2,000
72
$884K 0.21%
14,452
-1,967
73
$880K 0.21%
141,450
-74,526
74
$870K 0.2%
4,340
+222
75
$870K 0.2%
10,000
1 2
3
4 5