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
$405M
AUM Growth
-$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$4.28M
3
+$1.92M
4
RIG icon
Transocean
RIG
+$1.28M
5
ZETA icon
Zeta Global
ZETA
+$885K

Top Sells

1
+$5.07M
2
+$3.67M
3
+$1.79M
4
ENPH icon
Enphase Energy
ENPH
+$1.59M
5
CECO icon
Ceco Environmental
CECO
+$1.01M

Sector Composition

1 Financials 33.27%
2 Technology 18.66%
3 Industrials 12.87%
4 Healthcare 9.81%
5 Energy 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.11M 0.52%
158,200
-75,750
52
$1.98M 0.49%
158,230
+1,022
53
$1.92M 0.47%
225,075
+103,600
54
$1.92M 0.47%
+113,150
55
$1.89M 0.47%
375,060
+5,086
56
$1.86M 0.46%
1,591
-40
57
$1.79M 0.44%
60,845
-8,435
58
$1.77M 0.44%
13,550
+45
59
$1.7M 0.42%
1,474
-2
60
$1.7M 0.42%
43,105
-15,325
61
$1.42M 0.35%
156,059
-689
62
$1.34M 0.33%
6,462
-62
63
$1.29M 0.32%
10,629
+10
64
$1.28M 0.32%
+183,000
65
$1.26M 0.31%
33,853
-9,811
66
$1.21M 0.3%
2,590
-106
67
$1.11M 0.27%
4,713
-5
68
$1.07M 0.26%
5,790
-282
69
$1.01M 0.25%
58,710
-11,665
70
$979K 0.24%
16,253
-50
71
$961K 0.24%
10,000
-4,000
72
$960K 0.24%
8,954
+81
73
$938K 0.23%
156,050
+50
74
$895K 0.22%
6,642
-68
75
$871K 0.22%
7,275
-10
1 2
3
4 5