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
$348M
AUM Growth
-$78.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$4.21M
3
+$2.82M
4
SSYS icon
Stratasys
SSYS
+$1.46M
5
INVE icon
Identive
INVE
+$1.4M

Top Sells

1
+$4.53M
2
+$2.02M
3
+$1.85M
4
HON icon
Honeywell
HON
+$1.71M
5
ENPH icon
Enphase Energy
ENPH
+$1.64M

Sector Composition

1 Financials 47.58%
2 Technology 16.48%
3 Industrials 11.13%
4 Healthcare 10.09%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.45%
170,875
+13,975
52
$1.46M 0.42%
+57,465
53
$1.39M 0.4%
131,910
-42,250
54
$1.33M 0.38%
+24,045
55
$1.15M 0.33%
37,500
-2,500
56
$1.12M 0.32%
19,540
-11
57
$1.11M 0.32%
31,880
+100
58
$1.11M 0.32%
120,675
+9,775
59
$982K 0.28%
15,845
+35
60
$888K 0.25%
22,500
-1,500
61
$875K 0.25%
159,400
+4,025
62
$853K 0.24%
14,000
63
$779K 0.22%
150,875
-220,650
64
$778K 0.22%
+31,000
65
$772K 0.22%
16,994
+5,233
66
$741K 0.21%
14,552
-478
67
$723K 0.21%
132,350
-9,100
68
$721K 0.21%
142,552
-16,231
69
$675K 0.19%
61,181
-378
70
$632K 0.18%
21,605
+350
71
$566K 0.16%
10,933
+110
72
$546K 0.16%
146,250
73
$526K 0.15%
14,048
-180
74
$491K 0.14%
16,691
-50
75
$443K 0.13%
167,110
+31,200
1 2
3
4 5