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
$3.89B
AUM Growth
+$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
857
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$13.3M
3
+$12.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.9M
5
WMB icon
Williams Companies
WMB
+$7.04M

Top Sells

1
+$9.36M
2
+$7.72M
3
+$7.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.46M
5
XLNX
Xilinx Inc
XLNX
+$3.96M

Sector Composition

1 Financials 7.7%
2 Technology 6.19%
3 Healthcare 6.13%
4 Energy 4.87%
5 Industrials 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.36M 0.04%
11,529
-80
352
$1.35M 0.03%
27,911
+7,305
353
$1.35M 0.03%
24,364
+1,657
354
$1.34M 0.03%
27,621
355
$1.32M 0.03%
19,457
-1,223
356
$1.32M 0.03%
13,272
-4,158
357
$1.31M 0.03%
97,251
+608
358
$1.28M 0.03%
2,723
-1,331
359
$1.28M 0.03%
23,461
-6,064
360
$1.26M 0.03%
23,376
+2,334
361
$1.25M 0.03%
64,773
+9,915
362
$1.25M 0.03%
38,580
+6,298
363
$1.24M 0.03%
59,491
+633
364
$1.23M 0.03%
36,215
-1,258
365
$1.23M 0.03%
17,952
+2,018
366
$1.22M 0.03%
41,175
+360
367
$1.21M 0.03%
26,682
+279
368
$1.21M 0.03%
41,495
-2,673
369
$1.2M 0.03%
12,419
-400
370
$1.2M 0.03%
15,512
+3,199
371
$1.2M 0.03%
22,261
+8,413
372
$1.19M 0.03%
14,396
+6,153
373
$1.19M 0.03%
7,907
-785
374
$1.17M 0.03%
16,617
+4,462
375
$1.16M 0.03%
7,317
+611
13 14
15
16 17