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
$294M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.99M
3
+$1.96M
4
CVX icon
Chevron
CVX
+$1.89M
5
ABBV icon
AbbVie
ABBV
+$1.52M

Top Sells

1
+$4.9M
2
+$2.69M
3
+$1.73M
4
KRNT icon
Kornit Digital
KRNT
+$1.29M
5
VOD icon
Vodafone
VOD
+$1.21M

Sector Composition

1 Financials 51.87%
2 Technology 15.43%
3 Healthcare 7.74%
4 Industrials 7.23%
5 Energy 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$330K 0.11%
+19,800
102
$310K 0.11%
+8,343
103
$309K 0.11%
13,075
+525
104
$304K 0.1%
1,265
+189
105
$299K 0.1%
6,658
106
$293K 0.1%
8,735
+1,850
107
$290K 0.1%
8,305
108
$285K 0.1%
+11,675
109
$269K 0.09%
+965
110
$268K 0.09%
5,000
111
$265K 0.09%
2,585
112
$262K 0.09%
1,353
-44
113
$256K 0.09%
2,725
+397
114
$254K 0.09%
1,355
+150
115
$251K 0.09%
4,201
+200
116
$250K 0.09%
2,247
-35
117
$249K 0.08%
1,627
118
$248K 0.08%
+1,935
119
$245K 0.08%
+2,000
120
$244K 0.08%
2,000
121
$241K 0.08%
2,837
+50
122
$234K 0.08%
+3,400
123
$224K 0.08%
3,786
124
$221K 0.08%
+4,618
125
$219K 0.07%
+8,771
3 4
5
6 7