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
$412M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$3.26M
3
+$2.56M
4
DAR icon
Darling Ingredients
DAR
+$1.56M
5
FMX icon
Fomento Económico Mexicano
FMX
+$1.27M

Top Sells

1
+$4.38M
2
+$1.91M
3
+$1.38M
4
SSYS icon
Stratasys
SSYS
+$1.03M
5
KVUE icon
Kenvue
KVUE
+$711K

Sector Composition

1 Financials 30.38%
2 Technology 20.41%
3 Industrials 10.11%
4 Healthcare 9.94%
5 Energy 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$253K 0.06%
2,317
127
$251K 0.06%
4,692
-400
128
$248K 0.06%
2,905
129
$246K 0.06%
+8,045
130
$244K 0.06%
10,000
131
$243K 0.06%
+5,134
132
$242K 0.06%
700
133
$242K 0.06%
+495
134
$241K 0.06%
4,285
-400
135
$232K 0.06%
+1,169
136
$229K 0.06%
10,000
137
$225K 0.05%
2,163
-25
138
$215K 0.05%
+407
139
$215K 0.05%
+1,434
140
$211K 0.05%
+3,100
141
$208K 0.05%
+1,997
142
$207K 0.05%
+440
143
$205K 0.05%
1,687
-750
144
$198K 0.05%
110,000
145
$157K 0.04%
12,000
-500
146
$101K 0.02%
12,239
-231,907
147
$61.3K 0.01%
25,000
148
$44.8K 0.01%
15,384
149
$28.4K 0.01%
6,000
+3,500
150
$28.2K 0.01%
36,625
3 4 5
6
7