MWAC
Mariner Wealth Advisors (Cincinnati) Portfolio holdings
AUM
$1.81B
This Quarter Return
-1.32%
1 Year Return
+13.11%
3 Year Return
+54.13%
5 Year Return
–
10 Year Return
–
AUM
$1.63B
AUM Growth
+$1.63B
(-1.6%)
Cap. Flow
+$17.1M
Cap. Flow
% of AUM
1.05%
Top 10 Holdings %
Top 10 Hldgs %
31.29%
Holding
294
New
19
Increased
120
Reduced
106
Closed
17
Top Buys
| 1 |
Rockwell Automation
ROK
|
$17.1M |
| 2 |
WP
Worldpay, Inc.
WP
|
$14.9M |
| 3 |
Abbott
ABT
|
$13.4M |
| 4 |
Becton Dickinson
BDX
|
$11.4M |
| 5 |
Fiserv
FI
|
$10.5M |
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$18.6M |
| 2 |
Canadian National Railway
CNI
|
$17.7M |
| 3 |
Broadcom
AVGO
|
$17.5M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$16.4M |
| 5 |
Fortune Brands Innovations
FBIN
|
$6.59M |
Sector Composition
| 1 | Financials | 15.43% |
| 2 | Healthcare | 11.12% |
| 3 | Consumer Discretionary | 8.62% |
| 4 | Industrials | 8.17% |
| 5 | Technology | 7.87% |
