MCM
Marathon Capital Management Portfolio holdings
AUM
$393M
1-Year Return
6.31%
This Quarter Return
-19.47%
1 Year Return
+6.31%
3 Year Return
+36.89%
5 Year Return
+99.97%
10 Year Return
+282.92%
AUM
$218M
AUM Growth
-$76.3M
(-26%)
Cap. Flow
-$16.5M
Cap. Flow
% of AUM
-7.57%
Top 10 Holdings %
Top 10 Hldgs %
65.96%
Holding
150
New
8
Increased
33
Reduced
60
Closed
28
Top Buys
| 1 |
Ares Capital
ARCC
|
+$1.69M |
| 2 |
IBM
IBM
|
+$1.18M |
| 3 |
Bristol-Myers Squibb
BMY
|
+$736K |
| 4 |
Progyny
PGNY
|
+$621K |
| 5 |
Aegon
AEG
|
+$521K |
Top Sells
| 1 |
Enphase Energy
ENPH
|
+$4.63M |
| 2 |
Air Lease Corp
AL
|
+$2.74M |
| 3 |
WAAS
AquaVenture Holdings Limited
WAAS
|
+$2.72M |
| 4 |
T Rowe Price
TROW
|
+$2.01M |
| 5 |
Apple
AAPL
|
+$1.53M |
Sector Composition
| 1 | Financials | 55.25% |
| 2 | Technology | 15.54% |
| 3 | Healthcare | 9.56% |
| 4 | Industrials | 6.39% |
| 5 | Energy | 3.35% |
