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
$412M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$3.26M
3
+$2.56M
4
DAR icon
Darling Ingredients
DAR
+$1.56M
5
FMX icon
Fomento Económico Mexicano
FMX
+$1.27M

Top Sells

1
+$4.38M
2
+$1.91M
3
+$1.38M
4
SSYS icon
Stratasys
SSYS
+$1.03M
5
KVUE icon
Kenvue
KVUE
+$711K

Sector Composition

1 Financials 30.38%
2 Technology 20.41%
3 Industrials 10.11%
4 Healthcare 9.94%
5 Energy 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$746K 0.18%
405
+80
77
$741K 0.18%
18,250
+11,475
78
$731K 0.18%
1,804
-55
79
$727K 0.18%
1,175
80
$713K 0.17%
21,500
81
$691K 0.17%
5,707
+3
82
$677K 0.16%
+1,179
83
$663K 0.16%
5,250
84
$653K 0.16%
2,350
85
$638K 0.15%
3,451
-40
86
$636K 0.15%
2,089
87
$611K 0.15%
6,265
+25
88
$596K 0.14%
5,750
-100
89
$574K 0.14%
4,091
90
$552K 0.13%
4,839
91
$538K 0.13%
10,145
92
$526K 0.13%
3,615
93
$516K 0.13%
5,000
94
$496K 0.12%
5,400
+2,065
95
$495K 0.12%
+25,000
96
$492K 0.12%
7,000
97
$485K 0.12%
14,048
98
$451K 0.11%
46,953
-5,608
99
$445K 0.11%
+8,790
100
$442K 0.11%
8,545
-175
2 3
4
5 6