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
$432M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.65M
3
+$2.6M
4
CECO icon
Ceco Environmental
CECO
+$1.12M
5
AMD icon
Advanced Micro Devices
AMD
+$723K

Top Sells

1
+$1.53M
2
+$1.34M
3
+$1.19M
4
TTI icon
TETRA Technologies
TTI
+$584K
5
AVID
Avid Technology Inc
AVID
+$428K

Sector Composition

1 Financials 49.06%
2 Technology 13.84%
3 Healthcare 10.22%
4 Industrials 9.01%
5 Consumer Discretionary 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$306K 0.07%
9,292
127
$306K 0.07%
2,232
-458
128
$305K 0.07%
880
129
$304K 0.07%
5,475
130
$304K 0.07%
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131
$304K 0.07%
1,620
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132
$301K 0.07%
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-312
133
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134
$297K 0.07%
19,335
+1,739
135
$296K 0.07%
1,115
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136
$293K 0.07%
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137
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212
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138
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139
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140
$291K 0.07%
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141
$288K 0.07%
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142
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143
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144
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12,330
+1,757
145
$279K 0.06%
8,032
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146
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147
$278K 0.06%
5,246
148
$278K 0.06%
7,075
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149
$278K 0.06%
1,193
150
$277K 0.06%
1,560
4 5
6
7 8