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
$397M
AUM Growth
-$7.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.65M
3
+$3.27M
4
KVUE icon
Kenvue
KVUE
+$2.66M
5
CALX icon
Calix
CALX
+$2.48M

Top Sells

1
+$4.25M
2
+$3.57M
3
+$2.79M
4
BDC icon
Belden
BDC
+$2.6M
5
PSX icon
Phillips 66
PSX
+$2.56M

Sector Composition

1 Financials 32.48%
2 Technology 16.88%
3 Industrials 13.12%
4 Energy 10.18%
5 Healthcare 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$405K 0.1%
5,634
+15
102
$396K 0.1%
8,091
+5
103
$392K 0.1%
3,700
104
$376K 0.09%
20,000
105
$368K 0.09%
+14,899
106
$367K 0.09%
16,000
107
$354K 0.09%
8,597
108
$337K 0.08%
16,550
+150
109
$319K 0.08%
3,000
+1,000
110
$318K 0.08%
9,477
111
$317K 0.08%
5,000
-100
112
$313K 0.08%
2,366
-15
113
$307K 0.08%
+6,153
114
$303K 0.08%
2,000
-100
115
$299K 0.08%
110,000
116
$298K 0.08%
7,000
117
$295K 0.07%
3,347
-25
118
$292K 0.07%
7,531
+800
119
$286K 0.07%
82,075
-1,700
120
$270K 0.07%
3,307
+30
121
$260K 0.07%
953
+8
122
$259K 0.07%
24,000
123
$250K 0.06%
4,659
-35
124
$246K 0.06%
3,036
-375
125
$245K 0.06%
913
3 4
5
6 7