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
$441M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$3.47M
3
+$2.44M
4
AAPL icon
Apple
AAPL
+$2.11M
5
MSFT icon
Microsoft
MSFT
+$1.76M

Top Sells

1
+$2.9M
2
+$1.24M
3
+$1.01M
4
DFS
Discover Financial Services
DFS
+$671K
5
BCX icon
BlackRock Resources & Commodities Strategy Trust
BCX
+$610K

Sector Composition

1 Financials 47.82%
2 Technology 14.72%
3 Healthcare 11%
4 Industrials 10.14%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$315K 0.07%
649
152
$315K 0.07%
2,362
153
$311K 0.07%
+1,971
154
$311K 0.07%
9,425
-65
155
$303K 0.07%
5,225
-250
156
$302K 0.07%
3,197
+1,012
157
$302K 0.07%
+484
158
$301K 0.07%
2,908
+304
159
$295K 0.07%
+1,337
160
$293K 0.07%
212
161
$292K 0.07%
+2,839
162
$292K 0.07%
19,335
163
$290K 0.07%
7,500
164
$288K 0.07%
1,700
165
$288K 0.07%
6,149
+1,183
166
$288K 0.07%
+3,600
167
$285K 0.06%
1,737
168
$285K 0.06%
1,759
169
$284K 0.06%
8,176
-1,116
170
$284K 0.06%
2,544
-349
171
$284K 0.06%
8,166
172
$282K 0.06%
2,950
173
$279K 0.06%
3,100
174
$278K 0.06%
198,275
+11,725
175
$277K 0.06%
12,330
5 6
7
8 9