MCM
Marathon Capital Management Portfolio holdings
AUM
$393M
1-Year Return
6.31%
This Quarter Return
+5.56%
1 Year Return
+6.31%
3 Year Return
+36.89%
5 Year Return
+99.97%
10 Year Return
+282.92%
AUM
$427M
AUM Growth
-$13.8M
(-3.1%)
Cap. Flow
-$33.5M
Cap. Flow
% of AUM
-7.86%
Top 10 Holdings %
Top 10 Hldgs %
54.91%
Holding
234
New
10
Increased
28
Reduced
92
Closed
67
Top Buys
| 1 |
Copa Holdings
CPA
|
$3.98M |
| 2 |
Xerox
XRX
|
$3.72M |
| 3 |
DocGo
DCGO
|
$1.47M |
| 4 |
Ondas Holdings
ONDS
|
$1.2M |
| 5 |
BlackRock Resources & Commodities Strategy Trust
BCX
|
$576K |
Top Sells
| 1 |
B
Barrick Mining Corporation
B
|
$3.51M |
| 2 |
Apple
AAPL
|
$2.94M |
| 3 |
Microsoft
MSFT
|
$2.61M |
| 4 |
Meta Platforms (Facebook)
META
|
$1.52M |
| 5 |
Amazon
AMZN
|
$1.37M |
Sector Composition
| 1 | Financials | 48.27% |
| 2 | Technology | 14.83% |
| 3 | Industrials | 11.14% |
| 4 | Healthcare | 10.74% |
| 5 | Consumer Discretionary | 4.22% |
