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
$218M
AUM Growth
-$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.18M
3
+$736K
4
PGNY icon
Progyny
PGNY
+$621K
5
AEG icon
Aegon
AEG
+$521K

Top Sells

1
+$4.63M
2
+$2.73M
3
+$2.72M
4
TROW icon
T. Rowe Price
TROW
+$2.01M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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150
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