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
$412M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$3.26M
3
+$2.56M
4
DAR icon
Darling Ingredients
DAR
+$1.56M
5
FMX icon
Fomento Económico Mexicano
FMX
+$1.27M

Top Sells

1
+$4.38M
2
+$1.91M
3
+$1.38M
4
SSYS icon
Stratasys
SSYS
+$1.03M
5
KVUE icon
Kenvue
KVUE
+$711K

Sector Composition

1 Financials 30.38%
2 Technology 20.41%
3 Industrials 10.11%
4 Healthcare 9.94%
5 Energy 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.47%
372,726
+2,783
52
$1.75M 0.42%
135,010
-2,550
53
$1.56M 0.38%
+41,900
54
$1.53M 0.37%
121,626
-420
55
$1.52M 0.37%
1,193
-35
56
$1.5M 0.36%
1,173
-52
57
$1.42M 0.34%
31,557
+285
58
$1.37M 0.33%
245,750
-22,225
59
$1.27M 0.31%
6,407
-15
60
$1.26M 0.3%
17,470
-50
61
$1.23M 0.3%
5,972
-50
62
$1.2M 0.29%
181,845
+6,625
63
$1.19M 0.29%
7,180
-50
64
$1.17M 0.28%
10,007
65
$1.14M 0.28%
140,460
-7,825
66
$1.07M 0.26%
6,271
67
$1.06M 0.26%
149,700
68
$1.02M 0.25%
7,500
69
$969K 0.23%
39,730
-2,325
70
$922K 0.22%
7,595
-625
71
$902K 0.22%
271,600
-5,500
72
$860K 0.21%
30,000
73
$841K 0.2%
5,124
74
$827K 0.2%
3,054
-30
75
$788K 0.19%
4,153
-115
1 2
3
4 5