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
$350M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$7.47M
3
+$5.71M
4
HDSN icon
Hudson Technologies
HDSN
+$5.01M
5
LAND
Gladstone Land Corp
LAND
+$2.83M

Top Sells

1
+$4.45M
2
+$1.16M
3
+$829K
4
ILMN icon
Illumina
ILMN
+$484K
5
CVX icon
Chevron
CVX
+$381K

Sector Composition

1 Financials 35.42%
2 Technology 19.91%
3 Healthcare 10.05%
4 Industrials 9.64%
5 Energy 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$805K 0.23%
9,190
+1,465
77
$721K 0.21%
7,540
78
$692K 0.2%
+155,748
79
$689K 0.2%
14,000
80
$666K 0.19%
21,258
-300
81
$634K 0.18%
7,527
-180
82
$610K 0.17%
6,815
83
$610K 0.17%
4,085
-250
84
$609K 0.17%
1,200
85
$607K 0.17%
+27,500
86
$599K 0.17%
+113,000
87
$594K 0.17%
2,594
88
$589K 0.17%
3,137
+138
89
$575K 0.16%
4,617
90
$537K 0.15%
1,947
+240
91
$527K 0.15%
5,183
92
$523K 0.15%
60,181
93
$510K 0.15%
+4,230
94
$499K 0.14%
126,025
-3,473
95
$493K 0.14%
7,774
96
$474K 0.14%
2,055
97
$473K 0.14%
4,885
-55
98
$470K 0.13%
+4,015
99
$452K 0.13%
15,841
-600
100
$452K 0.13%
+162,000
2 3
4
5 6