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
$363M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$2.97M
3
+$1.29M
4
INVE icon
Identive
INVE
+$1.09M
5
SSYS icon
Stratasys
SSYS
+$557K

Top Sells

1
+$4.59M
2
+$4.49M
3
+$2.91M
4
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$2.47M
5
DFS
Discover Financial Services
DFS
+$2.22M

Sector Composition

1 Financials 35.19%
2 Technology 20.38%
3 Healthcare 10.71%
4 Industrials 9.28%
5 Energy 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.4%
6,687
-112
52
$1.41M 0.39%
101,965
-5,000
53
$1.4M 0.39%
60,995
-40
54
$1.37M 0.38%
155,748
55
$1.33M 0.37%
139,939
56
$1.28M 0.35%
41,205
+10
57
$1.22M 0.34%
113,635
-9,951
58
$1.16M 0.32%
22,500
59
$1.15M 0.32%
4,708
60
$1.13M 0.31%
13,455
+510
61
$1.1M 0.3%
6,072
-90
62
$1.1M 0.3%
423,220
-15,790
63
$1.05M 0.29%
16,466
+658
64
$986K 0.27%
2,696
-41
65
$979K 0.27%
8,873
-721
66
$966K 0.27%
10,887
+130
67
$957K 0.26%
55,175
+20,475
68
$947K 0.26%
8,025
-2,377
69
$930K 0.26%
30,000
70
$908K 0.25%
14,000
71
$906K 0.25%
53,185
72
$889K 0.25%
36,000
73
$879K 0.24%
150,300
74
$757K 0.21%
7,634
+107
75
$698K 0.19%
6,815
1 2
3
4 5