MCM
Marathon Capital Management Portfolio holdings
AUM
$393M
This Quarter Return
+10.42%
1 Year Return
+6.31%
3 Year Return
+36.89%
5 Year Return
+99.97%
10 Year Return
+282.92%
AUM
$245M
AUM Growth
+$245M
(+9.5%)
Cap. Flow
+$3.31M
Cap. Flow
% of AUM
1.35%
Top 10 Holdings %
Top 10 Hldgs %
67.31%
Holding
121
New
11
Increased
28
Reduced
53
Closed
9
Top Buys
| 1 |
CVS Health
CVS
|
$2.22M |
| 2 |
Myriad Genetics
MYGN
|
$2.21M |
| 3 |
Nokia
NOK
|
$1.9M |
| 4 |
Roku
ROKU
|
$1.31M |
| 5 |
Zymeworks
ZYME
|
$1.15M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$2.65M |
| 2 |
CRCM
CARE.COM, INC.
CRCM
|
$2.02M |
| 3 |
ORBC
ORBCOMM, Inc.
ORBC
|
$778K |
| 4 |
Enphase Energy
ENPH
|
$683K |
| 5 |
ENZ
Enzo Biochem, Inc.
ENZ
|
$386K |
Sector Composition
| 1 | Financials | 56.13% |
| 2 | Technology | 17.14% |
| 3 | Healthcare | 6.89% |
| 4 | Energy | 5.17% |
| 5 | Industrials | 3.98% |
