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
$400M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$3.33M
3
+$2.46M
4
EXE
Expand Energy Corp
EXE
+$1.25M
5
TTI icon
TETRA Technologies
TTI
+$700K

Top Sells

1
+$4.67M
2
+$3.17M
3
+$2.76M
4
EVLV icon
Evolv Technologies
EVLV
+$1.81M
5
INVE icon
Identive
INVE
+$1.49M

Sector Composition

1 Financials 31.17%
2 Technology 19.73%
3 Industrials 9.49%
4 Healthcare 9.2%
5 Energy 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.36%
1,193
52
$1.44M 0.36%
7,585
+405
53
$1.41M 0.35%
120,216
-1,410
54
$1.38M 0.35%
1,157
-16
55
$1.38M 0.34%
40,985
-915
56
$1.29M 0.32%
5,720
-252
57
$1.25M 0.31%
+12,606
58
$1.23M 0.31%
30,662
-895
59
$1.18M 0.29%
49,580
+9,850
60
$1.13M 0.28%
6,357
-50
61
$1.1M 0.28%
300,800
-405,975
62
$1.1M 0.27%
17,670
+200
63
$1.09M 0.27%
7,575
+75
64
$1.07M 0.27%
9,949
-58
65
$1.07M 0.27%
1,824
+645
66
$1.05M 0.26%
30,000
67
$1.03M 0.26%
7,680
+85
68
$990K 0.25%
146,395
-35,450
69
$988K 0.25%
6,496
+225
70
$957K 0.24%
225,650
-45,950
71
$857K 0.21%
228,525
-736,100
72
$801K 0.2%
4,153
73
$795K 0.2%
74,750
-60,260
74
$774K 0.19%
18,250
75
$771K 0.19%
365
-40
1 2
3
4 5