MCM
Marathon Capital Management Portfolio holdings
AUM
$437M
1-Year Est. Return
13.23%
1 Year Est. Return
+13.23%
AUM
$393M
AUM Growth
+$17.2M
(+4.6%)
Holding
177
Top Buys
| 1 | +$7.91M | |
| 2 | +$6.74M | |
| 3 | +$4.62M | |
| 4 |
ADMA Biologics
ADMA
|
+$2.34M |
| 5 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.4M |
Top Sells
| 1 | +$5.2M | |
| 2 | +$4.87M | |
| 3 | +$4.16M | |
| 4 |
T. Rowe Price
TROW
|
+$3.88M |
| 5 |
Microsoft
MSFT
|
+$1.29M |
Sector Composition
| 1 | Financials | 26.82% |
| 2 | Technology | 20.06% |
| 3 | Healthcare | 11.87% |
| 4 | Industrials | 10.12% |
| 5 | Energy | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
DocGo
DCGO
$105M
| – | – |
-296,025
|
|
||
177
Warner Bros
WBD
$57.1B
| – | – |
-11,739
|
|