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
$432M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.65M
3
+$2.6M
4
CECO icon
Ceco Environmental
CECO
+$1.12M
5
AMD icon
Advanced Micro Devices
AMD
+$723K

Top Sells

1
+$1.53M
2
+$1.34M
3
+$1.19M
4
TTI icon
TETRA Technologies
TTI
+$584K
5
AVID
Avid Technology Inc
AVID
+$428K

Sector Composition

1 Financials 49.06%
2 Technology 13.84%
3 Healthcare 10.22%
4 Industrials 9.01%
5 Consumer Discretionary 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$276K 0.06%
2,788
152
$274K 0.06%
2,875
-96
153
$272K 0.06%
1,759
154
$270K 0.06%
3,081
155
$268K 0.06%
+4,450
156
$267K 0.06%
2,950
157
$265K 0.06%
6,700
158
$264K 0.06%
+13,200
159
$264K 0.06%
10,000
160
$262K 0.06%
1,700
161
$257K 0.06%
2,604
162
$255K 0.06%
2,362
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163
$252K 0.06%
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164
$252K 0.06%
2,212
165
$251K 0.06%
3,100
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166
$251K 0.06%
715
167
$251K 0.06%
+5,672
168
$250K 0.06%
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169
$250K 0.06%
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170
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171
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945
172
$242K 0.06%
649
173
$234K 0.05%
750
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174
$228K 0.05%
+24,600
175
$224K 0.05%
920
+24
5 6
7
8 9