MCM

Marathon Capital Management Portfolio holdings

AUM $393M
1-Year Est. Return 6.31%
This Quarter Est. Return
1 Year Est. Return
+6.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$3.71M
3
+$2.8M
4
CPA icon
Copa Holdings
CPA
+$696K
5
KRNT icon
Kornit Digital
KRNT
+$518K

Top Sells

1
+$5.54M
2
+$5.04M
3
+$4.41M
4
HDSN icon
Hudson Technologies
HDSN
+$1.72M
5
ENPH icon
Enphase Energy
ENPH
+$1.31M

Sector Composition

1 Financials 33.38%
2 Technology 19.7%
3 Healthcare 11.12%
4 Industrials 9.99%
5 Energy 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-11,000
152
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-5,530
153
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-6,925
154
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-5,400
155
– –
-11,200
156
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-15,075
157
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-13,950
158
– –
-1,264
159
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-10,000
160
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-12,250
161
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-11,000
162
– –
-177,713
163
– –
-12,500
3 4 5 6
7