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
$543M
AUM Growth
+$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$7.01M
3
+$6.77M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.9M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.08M

Top Sells

1
+$6.04M
2
+$5.11M
3
+$2.43M
4
PG icon
Procter & Gamble
PG
+$2.35M
5
CEQP
Crestwood Equity Partners LP
CEQP
+$2.34M

Sector Composition

1 Energy 15.12%
2 Industrials 8.12%
3 Consumer Staples 6.13%
4 Technology 5.97%
5 Financials 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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