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
$634M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$1.19M
2 +$939K
3 +$906K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$824K
5
PRK icon
Park National Corp
PRK
+$816K

Top Sells

1 +$11.8M
2 +$8.57M
3 +$1.06M
4
CNI icon
Canadian National Railway
CNI
+$964K
5
ABT icon
Abbott
ABT
+$941K

Sector Composition

1 Financials 16.07%
2 Industrials 16.02%
3 Healthcare 14.06%
4 Technology 12.19%
5 Communication Services 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-9,951
152
$0 ﹤0.01%
23,341
153
$0 ﹤0.01%
61,400