MCM
Marathon Capital Management Portfolio holdings
AUM
$393M
1-Year Return
6.31%
This Quarter Return
-0.02%
1 Year Return
+6.31%
3 Year Return
+36.89%
5 Year Return
+99.97%
10 Year Return
+282.92%
AUM
$400M
AUM Growth
-$12.1M
(-2.9%)
Cap. Flow
-$5.91M
Cap. Flow
% of AUM
-1.47%
Top 10 Holdings %
Top 10 Hldgs %
45.34%
Holding
164
New
10
Increased
46
Reduced
58
Closed
10
Top Buys
| 1 |
Schlumberger
SLB
|
$4.83M |
| 2 |
Dow Inc
DOW
|
$3.33M |
| 3 |
Diamondback Energy
FANG
|
$2.46M |
| 4 |
EXE
Expand Energy Corporation Common Stock
EXE
|
$1.25M |
| 5 |
TETRA Technologies
TTI
|
$700K |
Top Sells
| 1 |
T Rowe Price
TROW
|
$4.67M |
| 2 |
Allison Transmission
ALSN
|
$3.17M |
| 3 |
Transocean
RIG
|
$2.76M |
| 4 |
Evolv Technologies
EVLV
|
$1.81M |
| 5 |
Identive
INVE
|
$1.49M |
Sector Composition
| 1 | Financials | 31.17% |
| 2 | Technology | 19.73% |
| 3 | Industrials | 9.49% |
| 4 | Healthcare | 9.2% |
| 5 | Energy | 8.95% |
