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
$441M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$3.47M
3
+$2.44M
4
AAPL icon
Apple
AAPL
+$2.11M
5
MSFT icon
Microsoft
MSFT
+$1.76M

Top Sells

1
+$2.9M
2
+$1.24M
3
+$1.01M
4
DFS
Discover Financial Services
DFS
+$671K
5
BCX icon
BlackRock Resources & Commodities Strategy Trust
BCX
+$610K

Sector Composition

1 Financials 47.82%
2 Technology 14.72%
3 Healthcare 11%
4 Industrials 10.14%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$577K 0.13%
1,756
+100
102
$576K 0.13%
3,399
+391
103
$542K 0.12%
9,677
+3,515
104
$541K 0.12%
10,000
105
$521K 0.12%
7,327
+552
106
$504K 0.11%
28,300
-115
107
$496K 0.11%
2,055
108
$486K 0.11%
+6,900
109
$483K 0.11%
1,540
+200
110
$474K 0.11%
17,316
-3,887
111
$474K 0.11%
+1,053
112
$468K 0.11%
+2,970
113
$449K 0.1%
11,800
-100
114
$446K 0.1%
7,245
-650
115
$435K 0.1%
110,000
116
$433K 0.1%
60,000
117
$427K 0.1%
4,370
118
$420K 0.1%
+736
119
$415K 0.09%
44,250
120
$413K 0.09%
4,736
+1,036
121
$400K 0.09%
2,434
-47
122
$398K 0.09%
9,998
-288
123
$395K 0.09%
530
+63
124
$393K 0.09%
904
+84
125
$387K 0.09%
1,500
3 4
5
6 7