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
$888M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$9.17M
2
+$6.05M
3
+$3.67M
4
TYG
Tortoise Energy Infrastructure Corp
TYG
+$2.81M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.54M

Top Sells

1
+$10.2M
2
+$7.88M
3
+$5.97M
4
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$3.85M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.85M

Sector Composition

1 Energy 10.3%
2 Communication Services 9.68%
3 Industrials 5.32%
4 Financials 4.63%
5 Technology 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$261K 0.03%
+9,629
277
$260K 0.03%
5,900
278
$257K 0.03%
2,581
279
$257K 0.03%
7,876
-527
280
$255K 0.03%
3,686
+181
281
$250K 0.03%
49,872
-335
282
$249K 0.03%
757
-100
283
$245K 0.03%
+12,257
284
$240K 0.03%
+1,216
285
$239K 0.03%
+18,571
286
$239K 0.03%
22,452
287
$239K 0.03%
+1,737
288
$235K 0.03%
17,195
-215
289
$235K 0.03%
28,180
290
$234K 0.03%
+10,000
291
$234K 0.03%
3,126
-1,189
292
$228K 0.03%
5,465
-10,983
293
$224K 0.03%
+7,588
294
$221K 0.02%
5,286
+130
295
$215K 0.02%
7,000
296
$212K 0.02%
7,274
-5,548
297
$211K 0.02%
3,496
-1,200
298
$209K 0.02%
+10,006
299
$208K 0.02%
3,961
-73,306
300
$207K 0.02%
4,555
-148
10 11
12
13 14