Mariner Portfolio holdings
AUM
$69.3B
1-Year Return
18.98%
This Quarter Return
+0.4%
1 Year Return
+18.98%
3 Year Return
+74.86%
5 Year Return
+121.64%
10 Year Return
+220.27%
AUM
$1.18B
AUM Growth
+$65.1M
(+5.9%)
Cap. Flow
+$67.8M
Cap. Flow
% of AUM
5.76%
Top 10 Holdings %
Top 10 Hldgs %
38.19%
Holding
430
New
43
Increased
173
Reduced
122
Closed
27
Top Buys
| 1 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$22M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$15.2M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$10.3M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$9.38M |
| 5 |
Prosperity Bancshares
PB
|
$8.61M |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$24.1M |
| 2 |
Baidu
BIDU
|
$17.5M |
| 3 |
Weyerhaeuser
WY
|
$7.88M |
| 4 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$3.92M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$3.86M |
Sector Composition
| 1 | Energy | 10.66% |
| 2 | Consumer Staples | 8.01% |
| 3 | Communication Services | 6.88% |
| 4 | Industrials | 4.99% |
| 5 | Financials | 4.97% |
