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
$540M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$9.07M
2 +$8.43M
3 +$5.52M
4
MCD icon
McDonald's
MCD
+$2.5M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$1.3M

Top Sells

1 +$8.84M
2 +$8.79M
3 +$2.8M
4
WELL icon
Welltower
WELL
+$1.85M
5
EMC
EMC CORPORATION
EMC
+$1.49M

Sector Composition

1 Financials 17.94%
2 Industrials 14.59%
3 Healthcare 14.5%
4 Technology 11.83%
5 Consumer Discretionary 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$291K 0.05%
6,175
-513
102
$290K 0.05%
3,668
-52
103
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4,289
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104
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105
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106
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+8,120
107
$268K 0.05%
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108
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109
$258K 0.05%
12,810
110
$258K 0.05%
15,939
+1,617
111
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5,652
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112
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113
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114
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115
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116
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117
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14,540
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118
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119
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120
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121
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123
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124
-7,240
125
-3,457