MWAC

Mariner Wealth Advisors (Cincinnati) Portfolio holdings

AUM $1.81B
1-Year Est. Return 13.11%
This Quarter Est. Return
1 Year Est. Return
+13.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.8M
3
+$9.4M
4
CFG icon
Citizens Financial Group
CFG
+$4.65M
5
TYG
Tortoise Energy Infrastructure Corp
TYG
+$3.53M

Top Sells

1
+$10.8M
2
+$9.68M
3
+$7.58M
4
AGN
Allergan plc
AGN
+$7.41M
5
SO icon
Southern Company
SO
+$2.29M

Sector Composition

1 Financials 15.58%
2 Healthcare 11.83%
3 Industrials 10.93%
4 Technology 8.07%
5 Consumer Staples 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.61M 0.82%
667,856
+70,120
52
$9.41M 0.8%
340,486
+1,204
53
$8.85M 0.75%
153,651
+5,025
54
$8.21M 0.7%
94,122
-988
55
$7.33M 0.62%
234,584
-4,295
56
$6.58M 0.56%
52,381
+464
57
$6.42M 0.55%
144,548
+5,585
58
$6.29M 0.54%
144,368
-12,012
59
$6.2M 0.53%
300,620
+20,790
60
$6.08M 0.52%
161,059
+10,721
61
$5.93M 0.51%
133,948
+2,812
62
$5.03M 0.43%
203,657
+188,142
63
$4.99M 0.43%
78,253
+1,730
64
$4.7M 0.4%
157,960
+9,350
65
$4.61M 0.39%
143,439
+4,350
66
$4.6M 0.39%
42,073
+3,882
67
$4.36M 0.37%
154,088
-42,444
68
$4.33M 0.37%
61,280
-500
69
$4.01M 0.34%
56,080
+5,000
70
$3.98M 0.34%
72,954
+9,120
71
$3.93M 0.34%
18,179
+54
72
$3.89M 0.33%
79,352
-9,637
73
$3.87M 0.33%
55,125
+3,420
74
$3.51M 0.3%
70,059
+4,707
75
$3.49M 0.3%
94,420
-3,500
1 2
3
4 5