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
$350M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$7.47M
3
+$5.71M
4
HDSN icon
Hudson Technologies
HDSN
+$5.01M
5
LAND
Gladstone Land Corp
LAND
+$2.83M

Top Sells

1
+$4.45M
2
+$1.16M
3
+$829K
4
ILMN icon
Illumina
ILMN
+$484K
5
CVX icon
Chevron
CVX
+$381K

Sector Composition

1 Financials 35.42%
2 Technology 19.91%
3 Healthcare 10.05%
4 Industrials 9.64%
5 Energy 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$235K 0.07%
6,000
-200
127
$233K 0.07%
+2,541
128
$231K 0.07%
111,000
129
$229K 0.07%
593
-13
130
$228K 0.07%
8,166
131
$226K 0.06%
3,700
132
$221K 0.06%
1,700
133
$221K 0.06%
18,200
134
$218K 0.06%
3,270
-1,400
135
$211K 0.06%
937
136
$208K 0.06%
2,212
137
$206K 0.06%
37,350
-30,855
138
$205K 0.06%
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139
$200K 0.06%
5,009
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140
$168K 0.05%
27,250
141
$167K 0.05%
+10,000
142
$157K 0.04%
13,950
143
$155K 0.04%
12,700
144
$154K 0.04%
35,950
-1,000
145
$117K 0.03%
+70,000
146
$94K 0.03%
26,000
147
$85K 0.02%
47,250
148
$78K 0.02%
6
149
$78K 0.02%
+12,823
150
$78K 0.02%
3,000
+500
3 4 5
6
7