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
$902M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$63.3M
2
+$14.1M
3
+$5.14M
4
XOM icon
Exxon Mobil
XOM
+$4.13M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.93M

Top Sells

1
+$9.28M
2
+$8.93M
3
+$4.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.23M
5
VFH icon
Vanguard Financials ETF
VFH
+$2.78M

Sector Composition

1 Energy 10.17%
2 Communication Services 8.47%
3 Industrials 5.21%
4 Financials 4.41%
5 Technology 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$244K 0.03%
+6,484
302
$243K 0.03%
6,568
-492
303
$242K 0.03%
4,703
304
$241K 0.03%
6,380
-23
305
$239K 0.03%
3,141
-943
306
$237K 0.03%
+17,410
307
$232K 0.03%
4,690
+389
308
$231K 0.03%
8,618
-798
309
$230K 0.03%
+1,967
310
$230K 0.03%
3,585
+172
311
$228K 0.03%
7,986
+88
312
$221K 0.02%
2,538
-44
313
$220K 0.02%
7,000
314
$219K 0.02%
2,708
+25
315
$218K 0.02%
+21,705
316
$215K 0.02%
+1,953
317
$214K 0.02%
+5,156
318
$214K 0.02%
15,190
319
$213K 0.02%
+2,001
320
$212K 0.02%
+5,835
321
$210K 0.02%
3,365
-201
322
$207K 0.02%
3,913
-147
323
$206K 0.02%
+4,980
324
$205K 0.02%
+5,104
325
$205K 0.02%
+2,283
11 12
13
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