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
$392M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$3.71M
3
+$2.8M
4
CPA icon
Copa Holdings
CPA
+$696K
5
KRNT icon
Kornit Digital
KRNT
+$518K

Top Sells

1
+$5.54M
2
+$5.04M
3
+$4.41M
4
HDSN icon
Hudson Technologies
HDSN
+$1.72M
5
ENPH icon
Enphase Energy
ENPH
+$1.31M

Sector Composition

1 Financials 33.38%
2 Technology 19.7%
3 Healthcare 11.12%
4 Industrials 9.99%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$384K 0.1%
15,299
+400
102
$383K 0.1%
4,700
-100
103
$371K 0.09%
1,188
+275
104
$365K 0.09%
13,740
-1,050
105
$362K 0.09%
8,720
-106,160
106
$356K 0.09%
5,000
107
$331K 0.08%
5,000
-2,500
108
$330K 0.08%
3,297
-50
109
$328K 0.08%
24,000
110
$324K 0.08%
953
111
$306K 0.08%
+3,335
112
$299K 0.08%
3,013
+100
113
$295K 0.08%
1,700
114
$276K 0.07%
834
-10
115
$271K 0.07%
1,707
+7
116
$264K 0.07%
1,929
117
$258K 0.07%
10,000
-5,000
118
$255K 0.07%
2,317
+192
119
$253K 0.06%
10,000
-6,000
120
$252K 0.06%
4,685
+225
121
$251K 0.06%
+3,658
122
$247K 0.06%
3,923
+156
123
$247K 0.06%
2,437
124
$243K 0.06%
10,000
125
$241K 0.06%
6,775
+200
3 4
5
6 7