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
$350M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$7.47M
3
+$5.71M
4
HDSN icon
Hudson Technologies
HDSN
+$5.01M
5
LAND
Gladstone Land Corp
LAND
+$2.83M

Top Sells

1
+$4.45M
2
+$1.16M
3
+$829K
4
ILMN icon
Illumina
ILMN
+$484K
5
CVX icon
Chevron
CVX
+$381K

Sector Composition

1 Financials 35.42%
2 Technology 19.91%
3 Healthcare 10.05%
4 Industrials 9.64%
5 Energy 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$429K 0.12%
7,500
102
$421K 0.12%
22,500
103
$419K 0.12%
4,009
+3
104
$400K 0.11%
+4,892
105
$399K 0.11%
119,475
-12,550
106
$379K 0.11%
2,406
107
$378K 0.11%
4,063
-50
108
$374K 0.11%
14,048
109
$368K 0.11%
+9,925
110
$351K 0.1%
8,086
111
$349K 0.1%
16,171
-530
112
$346K 0.1%
7,500
113
$343K 0.1%
98,000
+350
114
$317K 0.09%
16,000
-1,000
115
$312K 0.09%
17,800
116
$307K 0.09%
26,443
117
$303K 0.09%
7,870
-145
118
$303K 0.09%
3,180
119
$301K 0.09%
6,000
120
$295K 0.08%
6,200
-475
121
$286K 0.08%
3,036
122
$282K 0.08%
3,600
123
$277K 0.08%
3,511
124
$268K 0.08%
24,500
125
$261K 0.07%
5,100
3 4
5
6 7