MCM
Marathon Capital Management Portfolio holdings
AUM
$393M
This Quarter Return
+9.25%
1 Year Return
+6.31%
3 Year Return
+36.89%
5 Year Return
+99.97%
10 Year Return
+282.92%
AUM
$294M
AUM Growth
+$294M
(+19%)
Cap. Flow
+$25.5M
Cap. Flow
% of AUM
8.67%
Top 10 Holdings %
Top 10 Hldgs %
61.87%
Holding
154
New
41
Increased
56
Reduced
28
Closed
12
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$2.01M |
| 2 |
Bristol-Myers Squibb
BMY
|
$1.99M |
| 3 |
Apple
AAPL
|
$1.96M |
| 4 |
Chevron
CVX
|
$1.89M |
| 5 |
AbbVie
ABBV
|
$1.52M |
Top Sells
| 1 |
T Rowe Price
TROW
|
$4.9M |
| 2 |
Sprott Physical Gold and Silver Trust
CEF
|
$2.69M |
| 3 |
CELG
Celgene Corp
CELG
|
$1.73M |
| 4 |
Kornit Digital
KRNT
|
$1.29M |
| 5 |
Vodafone
VOD
|
$1.21M |
Sector Composition
| 1 | Financials | 51.87% |
| 2 | Technology | 15.43% |
| 3 | Healthcare | 7.74% |
| 4 | Industrials | 7.23% |
| 5 | Energy | 6.04% |