Mariner

Mariner Portfolio holdings

AUM $84B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
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
3301
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-4,761
3302
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3303
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-14,533
3304
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3305
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3306
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3307
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3308
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-686
3309
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-9,214
3310
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-3,629
3311
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3312
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-10,734
3313
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-10,608
3314
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3315
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-2,805
3316
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-9,180
3317
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3318
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3319
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3320
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-8,131
3321
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3322
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3323
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-10,880
3324
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-9,124
3325
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-3,419
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