MCM

Marathon Capital Management Portfolio holdings

AUM $393M
1-Year Est. Return 6.31%
This Quarter Est. Return
1 Year Est. Return
+6.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$3.71M
3
+$2.8M
4
CPA icon
Copa Holdings
CPA
+$696K
5
KRNT icon
Kornit Digital
KRNT
+$518K

Top Sells

1
+$5.54M
2
+$5.04M
3
+$4.41M
4
HDSN icon
Hudson Technologies
HDSN
+$1.72M
5
ENPH icon
Enphase Energy
ENPH
+$1.31M

Sector Composition

1 Financials 33.38%
2 Technology 19.7%
3 Healthcare 11.12%
4 Industrials 9.99%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.43%
59,186
-2,750
52
$1.5M 0.38%
102,775
+35,380
53
$1.48M 0.38%
42,055
+3,115
54
$1.47M 0.37%
1,228
-76
55
$1.46M 0.37%
1,225
-17
56
$1.45M 0.37%
122,046
-1,985
57
$1.38M 0.35%
48,095
-1,625
58
$1.34M 0.34%
527,450
+32,000
59
$1.32M 0.34%
7,230
-75
60
$1.31M 0.33%
175,220
+2,675
61
$1.29M 0.33%
31,272
+853
62
$1.29M 0.33%
6,022
-10
63
$1.15M 0.29%
10,007
+400
64
$1.12M 0.28%
17,520
-750
65
$1.1M 0.28%
6,422
+205
66
$1.03M 0.26%
6,271
+50
67
$1.03M 0.26%
122,535
-7,095
68
$1.02M 0.26%
148,285
-4,700
69
$1.02M 0.26%
8,220
-2,030
70
$1.01M 0.26%
149,700
-2,250
71
$979K 0.25%
30,000
72
$886K 0.23%
7,500
-230
73
$856K 0.22%
277,100
+6,285
74
$831K 0.21%
5,124
75
$769K 0.2%
5,850
-150
1 2
3
4 5