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
$294M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.99M
3
+$1.96M
4
CVX icon
Chevron
CVX
+$1.89M
5
ABBV icon
AbbVie
ABBV
+$1.52M

Top Sells

1
+$4.9M
2
+$2.69M
3
+$1.73M
4
KRNT icon
Kornit Digital
KRNT
+$1.29M
5
VOD icon
Vodafone
VOD
+$1.21M

Sector Composition

1 Financials 51.87%
2 Technology 15.43%
3 Healthcare 7.74%
4 Industrials 7.23%
5 Energy 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$209K 0.07%
3,750
127
$208K 0.07%
+3,936
128
$206K 0.07%
+3,200
129
$204K 0.07%
2,180
-103
130
$185K 0.06%
10,000
131
$148K 0.05%
20,000
-4,000
132
$135K 0.05%
+10,000
133
$130K 0.04%
31,000
134
$116K 0.04%
+2,103
135
$113K 0.04%
15,150
-1,500
136
$88K 0.03%
33,480
-160,100
137
$74K 0.03%
10,000
138
$42K 0.01%
12,500
139
$24K 0.01%
660
+260
140
$9K ﹤0.01%
+63
141
$9K ﹤0.01%
+10,000
142
$8K ﹤0.01%
+6
143
– –
-189,698
144
– –
-15,000
145
– –
-60,921
146
– –
-22,340
147
– –
-10,000
148
– –
-25,295
149
– –
-100,150
150
– –
-42,570
3 4 5
6
7