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
$248M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.19M
3
+$944K
4
GLW icon
Corning
GLW
+$817K
5
YETI icon
Yeti Holdings
YETI
+$797K

Top Sells

1
+$3.61M
2
+$2.21M
3
+$1.71M
4
TROW icon
T. Rowe Price
TROW
+$1.53M
5
TSEM icon
Tower Semiconductor
TSEM
+$1.32M

Sector Composition

1 Financials 56.83%
2 Technology 15.56%
3 Healthcare 6.35%
4 Industrials 6.13%
5 Energy 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$343K 0.14%
3,579
77
$341K 0.14%
2,490
78
$341K 0.14%
12,550
+100
79
$335K 0.14%
3,049
80
$300K 0.12%
6,658
81
$276K 0.11%
42,570
-99,070
82
$269K 0.11%
6,885
+1,850
83
$264K 0.11%
3,161
+1
84
$251K 0.1%
2,585
85
$251K 0.1%
1,397
-29
86
$249K 0.1%
8,305
87
$248K 0.1%
4,358
88
$246K 0.1%
2,000
89
$228K 0.09%
2,282
90
$218K 0.09%
3,750
91
$216K 0.09%
1,660
-216
92
$216K 0.09%
+1,627
93
$215K 0.09%
3,564
+2
94
$214K 0.09%
+5,000
95
$212K 0.09%
2,787
-100
96
$211K 0.09%
5,000
97
$208K 0.08%
+1,076
98
$207K 0.08%
1,205
-50
99
$206K 0.08%
+4,001
100
$205K 0.08%
2,283
1 2 3
4
5