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
$398M
AUM Growth
+$456K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$5.23M
3
+$1.32M
4
CPA icon
Copa Holdings
CPA
+$671K
5
O icon
Realty Income
O
+$494K

Top Sells

1
+$8.36M
2
+$4.25M
3
+$3M
4
BLBD icon
Blue Bird Corp
BLBD
+$2.05M
5
HDSN icon
Hudson Technologies
HDSN
+$1.93M

Sector Composition

1 Financials 32.13%
2 Technology 18.26%
3 Industrials 12.2%
4 Healthcare 10.38%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$971K 0.24%
6,267
-225
77
$961K 0.24%
9,607
+454
78
$874K 0.22%
7,526
-10
79
$847K 0.21%
14,753
+8,600
80
$804K 0.2%
7,500
81
$800K 0.2%
7,730
+1,000
82
$755K 0.19%
5,124
-150
83
$706K 0.18%
3,174
-125
84
$691K 0.17%
5,183
85
$690K 0.17%
10,000
86
$680K 0.17%
30,000
87
$637K 0.16%
1,200
88
$627K 0.16%
1,809
-50
89
$626K 0.16%
6,515
-350
90
$619K 0.16%
2,089
91
$557K 0.14%
11,250
-3,200
92
$553K 0.14%
3,953
-25
93
$544K 0.14%
2,350
-244
94
$532K 0.13%
4,836
-50
95
$512K 0.13%
6,000
96
$511K 0.13%
3,301
-200
97
$491K 0.12%
3,615
98
$487K 0.12%
14,048
99
$471K 0.12%
53,061
-1,500
100
$452K 0.11%
5,373
-261
2 3
4
5 6