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
$398M
AUM Growth
+$456K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$5.23M
3
+$1.32M
4
CPA icon
Copa Holdings
CPA
+$671K
5
O icon
Realty Income
O
+$494K

Top Sells

1
+$8.36M
2
+$4.25M
3
+$3M
4
BLBD icon
Blue Bird Corp
BLBD
+$2.05M
5
HDSN icon
Hudson Technologies
HDSN
+$1.93M

Sector Composition

1 Financials 32.13%
2 Technology 18.26%
3 Industrials 12.2%
4 Healthcare 10.38%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.11M 0.53%
239,000
-12,050
52
$1.99M 0.5%
14,914
-140
53
$1.98M 0.5%
173,927
-218
54
$1.98M 0.5%
244,000
-13,750
55
$1.93M 0.49%
12,730
-1,010
56
$1.85M 0.47%
129,590
-11,450
57
$1.69M 0.42%
364,180
-4,042
58
$1.66M 0.42%
1,375
-216
59
$1.63M 0.41%
43,955
-2,450
60
$1.63M 0.41%
164,880
-5,735
61
$1.54M 0.39%
125,726
-41,720
62
$1.49M 0.38%
2,560
-30
63
$1.49M 0.37%
1,247
-227
64
$1.48M 0.37%
10,529
+20
65
$1.44M 0.36%
256,915
-28,750
66
$1.31M 0.33%
6,232
-330
67
$1.25M 0.31%
46,265
-75,870
68
$1.16M 0.29%
181,500
-1,308,615
69
$1.14M 0.29%
59,545
-6,300
70
$1.14M 0.29%
30,151
-2,887
71
$1.08M 0.27%
18,270
+2,042
72
$1.06M 0.27%
6,221
+600
73
$1.02M 0.26%
154,000
74
$1.02M 0.26%
7,305
-50
75
$995K 0.25%
151,900
-9,500
1 2
3
4 5