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
$350M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$7.47M
3
+$5.71M
4
HDSN icon
Hudson Technologies
HDSN
+$5.01M
5
LAND
Gladstone Land Corp
LAND
+$2.83M

Top Sells

1
+$4.45M
2
+$1.16M
3
+$829K
4
ILMN icon
Illumina
ILMN
+$484K
5
CVX icon
Chevron
CVX
+$381K

Sector Composition

1 Financials 35.42%
2 Technology 19.91%
3 Healthcare 10.05%
4 Industrials 9.64%
5 Energy 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$65K 0.02%
7,500
152
$52K 0.01%
10,000
153
$26K 0.01%
175
154
– –
-3,100
155
– –
-8,032
156
– –
-2,950
157
– –
0
158
– –
-81,793
159
– –
-2,700
160
– –
-60,000
161
– –
-1,425
162
– –
-1,560
163
– –
-1,054
164
– –
-15,000
3 4 5 6
7