Mariner Portfolio holdings
AUM
$69.3B
This Quarter Return
+3.08%
1 Year Return
+18.98%
3 Year Return
+74.86%
5 Year Return
+121.64%
10 Year Return
+220.27%
AUM
$1.11B
AUM Growth
+$1.11B
(+25%)
Cap. Flow
+$204M
Cap. Flow
% of AUM
18.33%
Top 10 Holdings %
Top 10 Hldgs %
41.44%
Holding
410
New
69
Increased
181
Reduced
89
Closed
21
Top Buys
| 1 |
Procter & Gamble
PG
|
$62.6M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$9.78M |
| 3 |
ETP
Energy Transfer Partners L.p.
ETP
|
$9.06M |
| 4 |
United Parcel Service
UPS
|
$7.34M |
| 5 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$6.64M |
Top Sells
| 1 |
Invesco Senior Loan ETF
BKLN
|
$3.68M |
| 2 |
Exxon Mobil
XOM
|
$2.74M |
| 3 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$2.54M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$2.24M |
| 5 |
Weyerhaeuser
WY
|
$1.59M |
Sector Composition
| 1 | Energy | 10.79% |
| 2 | Communication Services | 9.1% |
| 3 | Consumer Staples | 8.77% |
| 4 | Industrials | 5.68% |
| 5 | Financials | 4.28% |
