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
$441M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$3.47M
3
+$2.44M
4
AAPL icon
Apple
AAPL
+$2.11M
5
MSFT icon
Microsoft
MSFT
+$1.76M

Top Sells

1
+$2.9M
2
+$1.24M
3
+$1.01M
4
DFS
Discover Financial Services
DFS
+$671K
5
BCX icon
BlackRock Resources & Commodities Strategy Trust
BCX
+$610K

Sector Composition

1 Financials 47.82%
2 Technology 14.72%
3 Healthcare 11%
4 Industrials 10.14%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$276K 0.06%
3,081
177
$275K 0.06%
7,075
178
$275K 0.06%
2,232
179
$274K 0.06%
9,519
180
$273K 0.06%
12,256
+2,300
181
$272K 0.06%
+1,869
182
$270K 0.06%
+468
183
$265K 0.06%
2,788
184
$265K 0.06%
3,416
+541
185
$260K 0.06%
1,086
-29
186
$254K 0.06%
+3,343
187
$254K 0.06%
1,725
+425
188
$253K 0.06%
1,530
189
$253K 0.06%
6,325
-375
190
$251K 0.06%
+7,633
191
$245K 0.06%
750
192
$243K 0.06%
+289
193
$238K 0.05%
4,050
-400
194
$238K 0.05%
12,700
195
$237K 0.05%
+1,205
196
$236K 0.05%
+10,877
197
$236K 0.05%
1,560
198
$234K 0.05%
8,032
199
$234K 0.05%
10,000
200
$231K 0.05%
+1,794
6 7
8
9 10