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
$350M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$7.47M
3
+$5.71M
4
HDSN icon
Hudson Technologies
HDSN
+$5.01M
5
LAND
Gladstone Land Corp
LAND
+$2.83M

Top Sells

1
+$4.45M
2
+$1.16M
3
+$829K
4
ILMN icon
Illumina
ILMN
+$484K
5
CVX icon
Chevron
CVX
+$381K

Sector Composition

1 Financials 35.42%
2 Technology 19.91%
3 Healthcare 10.05%
4 Industrials 9.64%
5 Energy 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.57M 0.45%
107,167
-3,250
52
$1.53M 0.44%
41,195
-225
53
$1.48M 0.42%
621,100
+372,350
54
$1.46M 0.42%
12,945
-45
55
$1.41M 0.4%
159,800
-250
56
$1.18M 0.34%
106,965
+3,280
57
$1.17M 0.33%
80,935
+7,595
58
$1.14M 0.32%
6,799
-703
59
$1.06M 0.3%
10,402
+2,366
60
$1.05M 0.3%
284,060
+4,875
61
$1.03M 0.3%
10,757
+37
62
$1.03M 0.29%
123,586
-1,000
63
$1.01M 0.29%
6,162
64
$973K 0.28%
120,978
-1,250
65
$946K 0.27%
4,708
+40
66
$943K 0.27%
28,570
-375
67
$931K 0.27%
439,010
-23,450
68
$920K 0.26%
+150,300
69
$916K 0.26%
30,000
-5,000
70
$892K 0.25%
36,000
71
$886K 0.25%
15,808
72
$885K 0.25%
2,737
73
$845K 0.24%
34,700
+720
74
$838K 0.24%
9,594
-50
75
$819K 0.23%
53,185
-75,525
1 2
3
4 5