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
126
$815K 0.07%
6,511
-60
127
$808K 0.07%
11,631
-1,248
128
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6,437
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129
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14,191
-4,492
130
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16,314
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131
$751K 0.06%
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132
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12,696
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133
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134
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135
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15,849
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136
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137
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29,146
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138
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5,976
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139
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5,039
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140
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64,980
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141
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142
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4,267
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143
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16,371
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144
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145
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146
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15,620
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147
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22,962
148
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6,463
-155
149
$578K 0.05%
11,104
+39
150
$577K 0.05%
8,982
-2,024
4 5
6
7 8