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
326
$509K 0.03%
+30,000
327
$508K 0.03%
+4,269
328
$503K 0.03%
+1,823
329
$496K 0.03%
+30,020
330
$491K 0.03%
+18,171
331
$485K 0.03%
+27,805
332
$483K 0.03%
4,220
+1,992
333
$475K 0.03%
8,620
334
$471K 0.03%
21,958
335
$464K 0.03%
2,852
+1,163
336
$462K 0.03%
+8,487
337
$448K 0.03%
+15,900
338
$447K 0.03%
2,463
339
$447K 0.03%
5,367
+2,749
340
$443K 0.03%
+9,511
341
$442K 0.03%
6,979
+813
342
$439K 0.03%
+9,767
343
$439K 0.03%
16,275
344
$438K 0.03%
10,091
345
$437K 0.03%
14,724
-117
346
$423K 0.03%
+2,780
347
$422K 0.03%
46,667
348
$416K 0.02%
+3,334
349
$409K 0.02%
8,749
+220
350
$407K 0.02%
8,454
-119
12 13
14
15 16