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
$1.85B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$8.96M
3
+$8.2M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$7.8M
5
IAU icon
iShares Gold Trust
IAU
+$6.91M

Top Sells

1
+$10.7M
2
+$5.78M
3
+$5.59M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.87M
5
MCHP icon
Microchip Technology
MCHP
+$2.15M

Sector Composition

1 Energy 7.43%
2 Consumer Staples 6.56%
3 Communication Services 4.8%
4 Financials 4.42%
5 Healthcare 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$435K 0.02%
+10,860
352
$435K 0.02%
46,981
+9,510
353
$434K 0.02%
5,733
354
$431K 0.02%
+8,403
355
$427K 0.02%
+9,728
356
$426K 0.02%
+9,065
357
$422K 0.02%
15,150
+200
358
$418K 0.02%
+7,470
359
$417K 0.02%
14,728
+8,124
360
$415K 0.02%
+4,180
361
$415K 0.02%
16,275
362
$411K 0.02%
13,772
+2,496
363
$406K 0.02%
+3,085
364
$405K 0.02%
3,712
-70
365
$405K 0.02%
15,986
-4,676
366
$404K 0.02%
8,374
+818
367
$404K 0.02%
9,418
+431
368
$401K 0.02%
+7,919
369
$399K 0.02%
8,454
370
$394K 0.02%
+7,650
371
$394K 0.02%
2,585
372
$393K 0.02%
+6,338
373
$393K 0.02%
11,790
+1,738
374
$390K 0.02%
27,831
+180
375
$390K 0.02%
12,635
13 14
15
16 17