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
$441M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$3.47M
3
+$2.44M
4
AAPL icon
Apple
AAPL
+$2.11M
5
MSFT icon
Microsoft
MSFT
+$1.76M

Top Sells

1
+$2.9M
2
+$1.24M
3
+$1.01M
4
DFS
Discover Financial Services
DFS
+$671K
5
BCX icon
BlackRock Resources & Commodities Strategy Trust
BCX
+$610K

Sector Composition

1 Financials 47.82%
2 Technology 14.72%
3 Healthcare 11%
4 Industrials 10.14%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$378K 0.09%
+8,883
127
$377K 0.09%
14,611
+4,611
128
$370K 0.08%
1,086
+206
129
$368K 0.08%
1,393
+448
130
$367K 0.08%
1,061
-100
131
$366K 0.08%
8,086
132
$366K 0.08%
17,800
133
$365K 0.08%
8,952
+883
134
$363K 0.08%
+1,865
135
$358K 0.08%
+842
136
$354K 0.08%
6,500
+1,254
137
$351K 0.08%
1,646
+726
138
$350K 0.08%
3,587
-7
139
$349K 0.08%
3,123
+619
140
$347K 0.08%
1,633
+559
141
$341K 0.08%
+1,423
142
$338K 0.08%
1,476
-10
143
$334K 0.08%
4,250
-262
144
$330K 0.07%
2,223
+235
145
$329K 0.07%
+841
146
$329K 0.07%
19,000
-1,000
147
$327K 0.07%
633
-33
148
$325K 0.07%
2,831
-194
149
$325K 0.07%
5,471
150
$316K 0.07%
4,000
4 5
6
7 8