MCM

Marathon Capital Management Portfolio holdings

AUM $465M
1-Year Est. Return 21.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$7.55M
2
+$6.66M
3
+$4.68M
4
ADMA icon
ADMA Biologics
ADMA
+$2.62M
5
SRPT icon
Sarepta Therapeutics
SRPT
+$1.77M

Top Sells

1
+$5.2M
2
+$4.87M
3
+$4.37M
4
TROW icon
T. Rowe Price
TROW
+$3.69M
5
MSFT icon
Microsoft
MSFT
+$1.12M

Sector Composition

1 Financials 26.82%
2 Technology 20.06%
3 Healthcare 11.87%
4 Industrials 10.12%
5 Energy 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.45%
333,414
-35,498
52
$1.46M 0.37%
143,162
-8,825
53
$1.39M 0.35%
1,148
-15
54
$1.38M 0.35%
53,906
-218
55
$1.36M 0.35%
11,664
-815
56
$1.34M 0.34%
5,745
-58
57
$1.31M 0.33%
7,435
-150
58
$1.23M 0.31%
1,047
-95
59
$1.23M 0.31%
28,401
-3,535
60
$1.22M 0.31%
17,220
-400
61
$1.21M 0.31%
30,000
62
$1.17M 0.3%
6,279
-53
63
$1.16M 0.3%
9,427
+977
64
$1.12M 0.29%
+21,571
65
$1.12M 0.29%
7,538
66
$1.01M 0.26%
9,349
-600
67
$970K 0.25%
+13,990
68
$957K 0.24%
6,060
-520
69
$948K 0.24%
1,535
-192
70
$908K 0.23%
121,725
+33,045
71
$893K 0.23%
+12,054
72
$851K 0.22%
6,446
-25
73
$832K 0.21%
425
+40
74
$816K 0.21%
18,000
-125
75
$795K 0.2%
3,948
-128
1 2
3
4 5