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
$397M
AUM Growth
-$7.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.65M
3
+$3.27M
4
KVUE icon
Kenvue
KVUE
+$2.66M
5
CALX icon
Calix
CALX
+$2.48M

Top Sells

1
+$4.25M
2
+$3.57M
3
+$2.79M
4
BDC icon
Belden
BDC
+$2.6M
5
PSX icon
Phillips 66
PSX
+$2.56M

Sector Composition

1 Financials 32.48%
2 Technology 16.88%
3 Industrials 13.12%
4 Energy 10.18%
5 Healthcare 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.5%
64,936
-25
52
$1.92M 0.48%
141,040
+13,675
53
$1.89M 0.48%
174,145
+15,915
54
$1.81M 0.46%
15,054
-21,326
55
$1.79M 0.45%
368,222
-6,838
56
$1.77M 0.45%
1,591
57
$1.76M 0.44%
121,075
+7,925
58
$1.75M 0.44%
13,740
+190
59
$1.64M 0.41%
1,474
60
$1.58M 0.4%
46,405
+3,300
61
$1.52M 0.38%
285,665
+36,575
62
$1.39M 0.35%
2,590
63
$1.39M 0.35%
10,509
-120
64
$1.32M 0.33%
257,750
-124,560
65
$1.31M 0.33%
+170,615
66
$1.25M 0.31%
65,845
+5,000
67
$1.21M 0.31%
6,562
+100
68
$1.08M 0.27%
9,153
+199
69
$1.07M 0.27%
6,940
+995
70
$1.07M 0.27%
33,038
-815
71
$1.04M 0.26%
161,400
+5,350
72
$968K 0.24%
6,492
-150
73
$962K 0.24%
7,355
+80
74
$952K 0.24%
5,621
-169
75
$908K 0.23%
16,228
-25
1 2
3
4 5