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MCM

Marathon Capital Management Portfolio holdings

AUM $445M
1-Year Est. Return 30.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.01%
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
+$2.64M
2
+$1.65M
3
+$1.41M
4
TTI icon
TETRA Technologies
TTI
+$819K
5
BMY icon
Bristol-Myers Squibb
BMY
+$807K

Top Sells

1
+$5.4M
2
+$2.73M
3
+$2.72M
4
TROW icon
T. Rowe Price
TROW
+$2.52M
5
AAPL icon
Apple
AAPL
+$1.77M

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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