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
$1.68B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$10.5M
3
+$7.08M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.95M

Top Sells

1
+$10.9M
2
+$9.38M
3
+$8.68M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$7.62M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$6.63M

Sector Composition

1 Energy 6.58%
2 Consumer Staples 6.49%
3 Communication Services 5.9%
4 Financials 4.98%
5 Industrials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$579K 0.03%
+20,662
302
$578K 0.03%
4,863
+2,942
303
$576K 0.03%
11,613
+142
304
$573K 0.03%
7,121
+4,082
305
$568K 0.03%
+8,478
306
$555K 0.03%
58,204
307
$551K 0.03%
5,298
+3,058
308
$550K 0.03%
+15,089
309
$545K 0.03%
10,565
-672
310
$544K 0.03%
6,065
+1,941
311
$544K 0.03%
12,613
312
$543K 0.03%
5,711
313
$542K 0.03%
13,347
+117
314
$533K 0.03%
39,657
315
$533K 0.03%
6,472
+59
316
$528K 0.03%
+16,600
317
$528K 0.03%
8,529
-923
318
$524K 0.03%
84,434
319
$523K 0.03%
+10,000
320
$522K 0.03%
9,254
-1,056
321
$520K 0.03%
30,871
+12,771
322
$517K 0.03%
3,293
-924
323
$516K 0.03%
15,265
324
$513K 0.03%
+35,500
325
$509K 0.03%
4,645
-617
11 12
13
14 15