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
$412M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$3.26M
3
+$2.56M
4
DAR icon
Darling Ingredients
DAR
+$1.56M
5
FMX icon
Fomento Económico Mexicano
FMX
+$1.27M

Top Sells

1
+$4.38M
2
+$1.91M
3
+$1.38M
4
SSYS icon
Stratasys
SSYS
+$1.03M
5
KVUE icon
Kenvue
KVUE
+$711K

Sector Composition

1 Financials 30.38%
2 Technology 20.41%
3 Industrials 10.11%
4 Healthcare 9.94%
5 Energy 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$28.1K 0.01%
15,000
152
$21.9K 0.01%
30,000
+10,000
153
$17.8K ﹤0.01%
2,083
154
$9.14K ﹤0.01%
102,100
+33,000
155
– –
-48,095
156
– –
-1,732
157
– –
-122,535
158
– –
-105,000
159
– –
-37,225
160
– –
-6,930
161
– –
-11,400
162
– –
-15,000
3 4 5 6
7