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
$419M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$3.8M
3
+$2.77M
4
NPKI
NPK International
NPKI
+$1.9M
5
SYM icon
Symbotic
SYM
+$1.75M

Top Sells

1
+$6.06M
2
+$4.37M
3
+$3.92M
4
BMO icon
Bank of Montreal
BMO
+$3.42M
5
XRX icon
Xerox
XRX
+$2.24M

Sector Composition

1 Financials 33.19%
2 Technology 17.86%
3 Industrials 12.48%
4 Healthcare 11.44%
5 Energy 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9M 0.45%
49,720
+5,765
52
$1.89M 0.45%
2,430
-130
53
$1.75M 0.42%
+38,940
54
$1.72M 0.41%
172,545
+7,665
55
$1.64M 0.39%
368,250
+4,070
56
$1.61M 0.38%
10,565
+36
57
$1.56M 0.37%
1,304
-71
58
$1.54M 0.37%
124,031
-1,695
59
$1.51M 0.36%
1,242
-5
60
$1.51M 0.36%
129,630
+40
61
$1.28M 0.3%
30,419
+268
62
$1.24M 0.3%
6,032
-200
63
$1.22M 0.29%
67,395
+7,850
64
$1.15M 0.27%
151,950
+50
65
$1.13M 0.27%
6,217
-50
66
$1.12M 0.27%
18,270
67
$1.12M 0.27%
9,607
68
$1.1M 0.26%
7,305
69
$1.09M 0.26%
270,815
+13,900
70
$1.09M 0.26%
6,221
71
$960K 0.23%
7,730
72
$926K 0.22%
10,250
-1,000
73
$925K 0.22%
5,124
74
$870K 0.21%
30,000
75
$817K 0.2%
15,110
+357
1 2
3
4 5