Mariner

Mariner Portfolio holdings

AUM $85.7B
1-Year Est. Return 24.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.6B
AUM Growth
+$3.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,339
New
Increased
Reduced
Closed

Top Buys

1
+$169M
2
+$147M
3
+$83.9M
4
CRWD icon
CrowdStrike
CRWD
+$76.3M
5
WMB icon
Williams Companies
WMB
+$75.9M

Top Sells

1
+$92.9M
2
+$74.4M
3
+$66.3M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$43.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$31.7M

Sector Composition

1 Technology 19.74%
2 Financials 7.31%
3 Healthcare 5.98%
4 Consumer Discretionary 5.24%
5 Communication Services 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3226
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-4,369
3227
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3228
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-23,548
3229
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-8,162
3230
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3231
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3232
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-13,274
3233
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-10,679
3234
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-10,720
3235
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3236
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-8,248
3237
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-33,480
3238
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-4,778
3239
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3240
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-500
3241
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3242
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-6,984
3243
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3244
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3245
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3246
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-11,199
3247
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3248
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3249
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-10,547
3250
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-50,690
128 129
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