MCM
Marathon Capital Management Portfolio holdings
AUM
$393M
This Quarter Return
+27.62%
1 Year Return
+6.31%
3 Year Return
+36.89%
5 Year Return
+99.97%
10 Year Return
+282.92%
AUM
$260M
AUM Growth
+$260M
(+20%)
Cap. Flow
-$13.1M
Cap. Flow
% of AUM
-5.02%
Top 10 Holdings %
Top 10 Hldgs %
61.45%
Holding
149
New
27
Increased
29
Reduced
60
Closed
9
Top Buys
| 1 |
MetLife
MET
|
$2.73M |
| 2 |
GSK
GSK
|
$1.73M |
| 3 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
$1.64M |
| 4 |
TPC
Tutor Perini Corporation
TPC
|
$1.25M |
| 5 |
Quanterix
QTRX
|
$1.05M |
Top Sells
| 1 |
T Rowe Price
TROW
|
$16.3M |
| 2 |
Apple
AAPL
|
$3.95M |
| 3 |
Enphase Energy
ENPH
|
$3.55M |
| 4 |
Targa Resources
TRGP
|
$1.15M |
| 5 |
TechTarget
TTGT
|
$964K |
Sector Composition
| 1 | Financials | 52.74% |
| 2 | Technology | 13.71% |
| 3 | Healthcare | 10.36% |
| 4 | Industrials | 7.51% |
| 5 | Energy | 4.3% |
