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
$406M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$8.13M
2 +$7.25M
3 +$4.81M
4
HP icon
Helmerich & Payne
HP
+$4.78M
5
FNF icon
Fidelity National Financial
FNF
+$4.77M

Top Sells

1 +$4.05M
2 +$3.7M
3 +$3.65M
4
ABBV icon
AbbVie
ABBV
+$3.45M
5
USB icon
US Bancorp
USB
+$1.88M

Sector Composition

1 Financials 34.32%
2 Technology 18.96%
3 Industrials 11.66%
4 Healthcare 9.76%
5 Energy 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,541