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
$398M
AUM Growth
+$456K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$5.23M
3
+$1.32M
4
CPA icon
Copa Holdings
CPA
+$671K
5
O icon
Realty Income
O
+$494K

Top Sells

1
+$8.36M
2
+$4.25M
3
+$3M
4
BLBD icon
Blue Bird Corp
BLBD
+$2.05M
5
HDSN icon
Hudson Technologies
HDSN
+$1.93M

Sector Composition

1 Financials 32.13%
2 Technology 18.26%
3 Industrials 12.2%
4 Healthcare 10.38%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$428K 0.11%
8,086
-5
102
$408K 0.1%
+5,000
103
$408K 0.1%
7,922
-675
104
$390K 0.1%
275
+120
105
$390K 0.1%
3,700
106
$387K 0.1%
45,505
-32,915
107
$385K 0.1%
+7,500
108
$373K 0.09%
7,000
109
$371K 0.09%
14,899
110
$365K 0.09%
16,750
+200
111
$363K 0.09%
3,000
112
$357K 0.09%
2,241
-125
113
$351K 0.09%
5,000
114
$341K 0.09%
16,000
115
$330K 0.08%
24,000
116
$325K 0.08%
3,347
117
$311K 0.08%
110,000
118
$301K 0.08%
15,000
-5,000
119
$297K 0.07%
2,000
120
$285K 0.07%
953
121
$263K 0.07%
2,913
-123
122
$263K 0.07%
913
123
$253K 0.06%
844
124
$244K 0.06%
2,621
-686
125
$239K 0.06%
1,601
+2
3 4
5
6 7