MIG

Mariner Investment Group Portfolio holdings

AUM $1.7B
1-Year Est. Return 31.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$13.5M
3
+$13.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.3M
5
DUK icon
Duke Energy
DUK
+$5.9M

Top Sells

1
+$63.8M
2
+$25.6M
3
+$6.79M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.57M
5
CEG icon
Constellation Energy
CEG
+$3.57M

Sector Composition

1 Utilities 6.04%
2 Energy 5.38%
3 Industrials 3.57%
4 Technology 1.59%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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