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
$265M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.22M
3
+$1.06M
4
TRGP icon
Targa Resources
TRGP
+$992K
5
QCOM icon
Qualcomm
QCOM
+$809K

Top Sells

1
+$6.68M
2
+$1.86M
3
+$932K
4
MODG icon
Topgolf Callaway Brands
MODG
+$875K
5
MPC icon
Marathon Petroleum
MPC
+$446K

Sector Composition

1 Financials 58.39%
2 Technology 16.19%
3 Healthcare 4.75%
4 Consumer Discretionary 4.36%
5 Energy 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,434
127
– –
-2,500
2 3 4 5
6