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
$432M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$3.98M
2 +$3.97M
3 +$2.49M
4
CECO icon
Ceco Environmental
CECO
+$1.21M
5
AMD icon
Advanced Micro Devices
AMD
+$622K

Top Sells

1 +$1.45M
2 +$1.34M
3 +$953K
4
TTI icon
TETRA Technologies
TTI
+$443K
5
KSU
Kansas City Southern
KSU
+$387K

Sector Composition

1 Financials 49.06%
2 Technology 14.52%
3 Healthcare 10.22%
4 Industrials 9.01%
5 Consumer Discretionary 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-19,750
202
-1,467