MCM

Marathon Capital Management Portfolio holdings

AUM $445M
1-Year Est. Return 30.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$4.47M
3
+$3.36M
4
ADMA icon
ADMA Biologics
ADMA
+$3.13M
5
PAR icon
PAR Technology
PAR
+$2.96M

Top Sells

1
+$3.37M
2
+$2.47M
3
+$2.04M
4
GLW icon
Corning
GLW
+$1.04M
5
CALX icon
Calix
CALX
+$946K

Sector Composition

1 Financials 24.76%
2 Technology 21.1%
3 Healthcare 12.26%
4 Industrials 10.95%
5 Energy 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.77M 0.41%
7,285
-150
52
$1.7M 0.39%
54,985
-1,700
53
$1.68M 0.39%
67,916
+14,010
54
$1.62M 0.37%
9,710
+283
55
$1.54M 0.35%
20,146
-1,425
56
$1.51M 0.35%
+250,235
57
$1.49M 0.34%
296,190
-37,224
58
$1.47M 0.34%
1,148
59
$1.45M 0.33%
6,279
60
$1.29M 0.3%
1,047
61
$1.28M 0.29%
29,016
+615
62
$1.24M 0.28%
91,505
-1,575
63
$1.22M 0.28%
11,519
-145
64
$1.2M 0.28%
6,069
-26
65
$1.19M 0.27%
7,538
66
$1.16M 0.26%
17,420
+200
67
$1.14M 0.26%
6,135
+75
68
$1.12M 0.26%
9,966
+617
69
$1.1M 0.25%
119,818
-23,344
70
$1.04M 0.24%
110,000
-11,725
71
$1.01M 0.23%
30,000
72
$956K 0.22%
1,435
-100
73
$905K 0.21%
12,055
+1
74
$895K 0.2%
6,371
-75
75
$887K 0.2%
17,575
-425
1 2
3
4 5