Mariner

Mariner Portfolio holdings

AUM $77.4B
1-Year Est. Return 22.02%
This Quarter Est. Return
1 Year Est. Return
+22.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.89B
AUM Growth
+$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
857
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$13.3M
3
+$12.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.9M
5
WMB icon
Williams Companies
WMB
+$7.04M

Top Sells

1
+$9.36M
2
+$7.72M
3
+$7.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.46M
5
XLNX
Xilinx Inc
XLNX
+$3.96M

Sector Composition

1 Financials 7.7%
2 Technology 6.19%
3 Healthcare 6.13%
4 Energy 4.87%
5 Industrials 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.66M 0.07%
18,421
+65
252
$2.64M 0.07%
72,719
+9,960
253
$2.63M 0.07%
70,053
+2,670
254
$2.63M 0.07%
29,819
-566
255
$2.61M 0.07%
1,317
+25
256
$2.61M 0.07%
93,348
-776
257
$2.56M 0.07%
12,400
+1,932
258
$2.55M 0.07%
50,892
-11,810
259
$2.53M 0.06%
9,358
+879
260
$2.52M 0.06%
28,067
-117
261
$2.41M 0.06%
17,145
-192
262
$2.38M 0.06%
35,546
-1,117
263
$2.38M 0.06%
46,533
+1,354
264
$2.36M 0.06%
56,316
+724
265
$2.28M 0.06%
19,877
-1,559
266
$2.26M 0.06%
28,260
-405
267
$2.26M 0.06%
29,994
+3,708
268
$2.25M 0.06%
90,835
-3,206
269
$2.25M 0.06%
14,832
+5,052
270
$2.25M 0.06%
56,972
+19,634
271
$2.23M 0.06%
41,809
-2,508
272
$2.23M 0.06%
38,418
-15
273
$2.23M 0.06%
12,361
-977
274
$2.23M 0.06%
51,875
+4,672
275
$2.23M 0.06%
110,745
-18,444
9 10
11
12 13