MCM

Marathon Capital Management Portfolio holdings

AUM $465M
1-Year Est. Return 21.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.2M
3
+$2.59M
4
DAR icon
Darling Ingredients
DAR
+$1.58M
5
FMX icon
Fomento Económico Mexicano
FMX
+$1.39M

Top Sells

1
+$4.41M
2
+$1.81M
3
+$1.38M
4
SSYS icon
Stratasys
SSYS
+$1.03M
5
KVUE icon
Kenvue
KVUE
+$637K

Sector Composition

1 Financials 30.38%
2 Technology 20.33%
3 Industrials 10.19%
4 Healthcare 9.94%
5 Energy 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$441K 0.11%
187,500
+20,000
102
$428K 0.1%
4,700
103
$417K 0.1%
2,209
+502
104
$389K 0.09%
13,690
-50
105
$383K 0.09%
1,188
106
$382K 0.09%
58,725
107
$380K 0.09%
3,297
108
$348K 0.08%
13,795
-1,504
109
$344K 0.08%
953
110
$342K 0.08%
5,000
111
$326K 0.08%
+22,500
112
$326K 0.08%
10,000
113
$325K 0.08%
23,000
-1,000
114
$322K 0.08%
5,000
115
$321K 0.08%
46,347
-9,038
116
$316K 0.08%
3,925
+2
117
$299K 0.07%
1,879
-50
118
$290K 0.07%
3,013
119
$289K 0.07%
834
120
$287K 0.07%
491
121
$285K 0.07%
+8,575
122
$277K 0.07%
1,700
123
$266K 0.06%
3,150
124
$263K 0.06%
3,583
-75
125
$260K 0.06%
+10,350
3 4
5
6 7