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
$888M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$9.17M
2
+$6.05M
3
+$3.67M
4
TYG
Tortoise Energy Infrastructure Corp
TYG
+$2.81M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.54M

Top Sells

1
+$10.2M
2
+$7.88M
3
+$5.97M
4
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$3.85M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.85M

Sector Composition

1 Energy 10.3%
2 Communication Services 9.68%
3 Industrials 5.32%
4 Financials 4.63%
5 Technology 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
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