MCM

Marathon Capital Management Portfolio holdings

AUM $393M
This Quarter Return
-6.1%
1 Year Return
+6.31%
3 Year Return
+36.89%
5 Year Return
+99.97%
10 Year Return
+282.92%
AUM
$197M
AUM Growth
+$197M
Cap. Flow
+$997K
Cap. Flow %
0.51%
Top 10 Hldgs %
73.39%
Holding
104
New
4
Increased
22
Reduced
38
Closed
14

Sector Composition

1 Financials 54.17%
2 Technology 15.54%
3 Industrials 8.29%
4 Materials 4.5%
5 Healthcare 4%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CVX icon
101
Chevron
CVX
$318B
-2,545
Closed -$246K