MCM

Marathon Capital Management Portfolio holdings

AUM $465M
1-Year Est. Return 21.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$465M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$4.58M
2 +$3.56M
3 +$2.52M
4
SMR icon
NuScale Power
SMR
+$1.43M
5
NVO icon
Novo Nordisk
NVO
+$1.29M

Top Sells

1 +$3.25M
2 +$2.76M
3 +$2.42M
4
BAC.PRL icon
Bank of America Series L
BAC.PRL
+$954K
5
GLW icon
Corning
GLW
+$733K

Sector Composition

1 Financials 22.72%
2 Technology 20.28%
3 Healthcare 14.33%
4 Industrials 10.04%
5 Energy 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IBDQ
176
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
-8,425