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
351
$405K 0.02%
3,649
-11,232
352
$405K 0.02%
12,635
-1,543
353
$402K 0.02%
5,733
354
$400K 0.02%
+7,577
355
$397K 0.02%
2,920
-9
356
$395K 0.02%
3,782
-115
357
$394K 0.02%
10,940
+4,655
358
$388K 0.02%
8,987
+2,085
359
$379K 0.02%
14,987
+592
360
$376K 0.02%
16,028
+1,782
361
$376K 0.02%
7,556
+1,639
362
$374K 0.02%
12,801
+1,417
363
$374K 0.02%
27,651
364
$370K 0.02%
+77,000
365
$368K 0.02%
9,459
366
$353K 0.02%
+4,931
367
$351K 0.02%
3,720
+655
368
$351K 0.02%
19,727
+3,839
369
$350K 0.02%
+10,800
370
$343K 0.02%
3,107
371
$343K 0.02%
4,674
+1,357
372
$338K 0.02%
17,087
-5,696
373
$337K 0.02%
37,471
374
$336K 0.02%
2,585
+117
375
$332K 0.02%
1,421
+315
13 14
15
16 17