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
$397M
AUM Growth
-$7.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.65M
3
+$3.27M
4
KVUE icon
Kenvue
KVUE
+$2.66M
5
CALX icon
Calix
CALX
+$2.48M

Top Sells

1
+$4.25M
2
+$3.57M
3
+$2.79M
4
BDC icon
Belden
BDC
+$2.6M
5
PSX icon
Phillips 66
PSX
+$2.56M

Sector Composition

1 Financials 32.48%
2 Technology 16.88%
3 Industrials 13.12%
4 Energy 10.18%
5 Healthcare 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$241K 0.06%
844
+10
127
$228K 0.06%
2,467
128
$227K 0.06%
77,750
-10,700
129
$227K 0.06%
700
130
$226K 0.06%
5,761
-125
131
$226K 0.06%
10,000
132
$225K 0.06%
551
+4
133
$222K 0.06%
8,625
+200
134
$214K 0.05%
+155
135
$208K 0.05%
1,599
+3
136
$207K 0.05%
+3,753
137
$205K 0.05%
+2,125
138
$204K 0.05%
150,000
-9,000
139
$203K 0.05%
+2,913
140
$192K 0.05%
+15,000
141
$188K 0.05%
12,700
142
$174K 0.04%
22,250
-10,000
143
$157K 0.04%
257,700
+30,075
144
$128K 0.03%
20,250
-5,000
145
$85.8K 0.02%
22,950
146
$68K 0.02%
25,000
-5,000
147
$64K 0.02%
13,326
-90,763
148
$51.1K 0.01%
3,500
-200
149
$48.9K 0.01%
+12,500
150
$46.6K 0.01%
10,000
3 4 5
6
7