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
$398M
AUM Growth
+$456K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$5.23M
3
+$1.32M
4
CPA icon
Copa Holdings
CPA
+$671K
5
O icon
Realty Income
O
+$494K

Top Sells

1
+$8.36M
2
+$4.25M
3
+$3M
4
BLBD icon
Blue Bird Corp
BLBD
+$2.05M
5
HDSN icon
Hudson Technologies
HDSN
+$1.93M

Sector Composition

1 Financials 32.13%
2 Technology 18.26%
3 Industrials 12.2%
4 Healthcare 10.38%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$21.4K 0.01%
12,250
152
$20.3K 0.01%
10,000
153
$11.4K ﹤0.01%
75
154
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-13,326
155
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-7,531
156
– –
-26,000
157
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-82,075
158
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-4,659
159
– –
-2,913
160
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-2,500
161
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-625
162
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-3,500
163
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-33,000
164
– –
-15,550
3 4 5 6
7