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
$294M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.99M
3
+$1.96M
4
CVX icon
Chevron
CVX
+$1.89M
5
ABBV icon
AbbVie
ABBV
+$1.52M

Top Sells

1
+$4.9M
2
+$2.69M
3
+$1.73M
4
KRNT icon
Kornit Digital
KRNT
+$1.29M
5
VOD icon
Vodafone
VOD
+$1.21M

Sector Composition

1 Financials 51.87%
2 Technology 15.43%
3 Healthcare 7.74%
4 Industrials 7.23%
5 Energy 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$452K 0.15%
10,280
-5,615
77
$448K 0.15%
+11,135
78
$448K 0.15%
+3,358
79
$446K 0.15%
5,137
+1,976
80
$441K 0.15%
+1,360
81
$438K 0.15%
2,217
+500
82
$432K 0.15%
+3,100
83
$428K 0.15%
10,772
-86
84
$428K 0.15%
12,500
85
$417K 0.14%
2,888
+1,228
86
$412K 0.14%
5,450
-499
87
$409K 0.14%
6,625
88
$408K 0.14%
4,479
+900
89
$408K 0.14%
+4,400
90
$398K 0.14%
+13,517
91
$396K 0.13%
+2,250
92
$386K 0.13%
+1,770
93
$383K 0.13%
+2,820
94
$382K 0.13%
20,000
95
$381K 0.13%
+2,900
96
$361K 0.12%
+14,991
97
$360K 0.12%
3,009
-40
98
$347K 0.12%
+3,210
99
$341K 0.12%
5,258
+900
100
$338K 0.11%
+2,463
2 3
4
5 6