MCM
Marathon Capital Management Portfolio holdings
AUM
$445M
1-Year Est. Return
30.01%
This Fund
S&P 500
1 Year Est. Return
+30.01%
AUM
$465M
AUM Growth
+$27.7M
(+6.3%)
Holding
176
Top Buys
| 1 | +$4.58M | |
| 2 | +$3.56M | |
| 3 | +$2.52M | |
| 4 |
NuScale Power
SMR
|
+$1.43M |
| 5 |
Novo Nordisk
NVO
|
+$1.29M |
Top Sells
| 1 | +$3.25M | |
| 2 | +$2.76M | |
| 3 | +$2.42M | |
| 4 |
Bank of America Series L
BAC.PRL
|
+$954K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Accuray
ARAY
$33.9M
| – | – |
-100,000
|
|