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
$405M
AUM Growth
-$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$4.28M
3
+$1.92M
4
RIG icon
Transocean
RIG
+$1.28M
5
ZETA icon
Zeta Global
ZETA
+$885K

Top Sells

1
+$5.07M
2
+$3.67M
3
+$1.79M
4
ENPH icon
Enphase Energy
ENPH
+$1.59M
5
CECO icon
Ceco Environmental
CECO
+$1.01M

Sector Composition

1 Financials 33.27%
2 Technology 18.66%
3 Industrials 12.87%
4 Healthcare 9.81%
5 Energy 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$252K 0.06%
547
-1
127
$249K 0.06%
3,350
-250
128
$245K 0.06%
2,100
+100
129
$243K 0.06%
4,694
130
$242K 0.06%
700
131
$241K 0.06%
2,467
132
$240K 0.06%
5,886
-200
133
$238K 0.06%
6,731
-6,890
134
$237K 0.06%
1,596
+2
135
$234K 0.06%
834
+12
136
$231K 0.06%
32,250
-100
137
$230K 0.06%
2,000
-212
138
$229K 0.06%
12,700
139
$218K 0.05%
25,250
-1,000
140
$203K 0.05%
913
+11
141
$196K 0.05%
227,625
-111,510
142
$188K 0.05%
159,000
-3,000
143
$177K 0.04%
10,000
144
$115K 0.03%
11,050
-400
145
$95.5K 0.02%
22,950
-8,000
146
$86.7K 0.02%
30,000
147
$65.5K 0.02%
3,700
148
$64.8K 0.02%
3,000
149
$64K 0.02%
26,000
150
$60.2K 0.01%
53
3 4 5
6
7