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
$419M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$3.8M
3
+$2.77M
4
NPKI
NPK International
NPKI
+$1.9M
5
SYM icon
Symbotic
SYM
+$1.75M

Top Sells

1
+$6.06M
2
+$4.37M
3
+$3.92M
4
BMO icon
Bank of Montreal
BMO
+$3.42M
5
XRX icon
Xerox
XRX
+$2.24M

Sector Composition

1 Financials 33.19%
2 Technology 17.86%
3 Industrials 12.48%
4 Healthcare 11.44%
5 Energy 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20.6K ﹤0.01%
+15,000
152
$18.5K ﹤0.01%
15,384
153
$18K ﹤0.01%
10,000
154
$18K ﹤0.01%
+15,000
155
– –
-75
156
– –
-8,086
157
– –
-46,265
158
– –
-34,529
159
– –
-7,922
160
– –
-7,526
161
– –
-2,905
162
– –
-3,700
163
– –
-1,219
164
– –
-20,250
165
– –
-70,953
166
– –
-455,584
3 4 5 6
7