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
$1.11B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$62.6M
2
+$9.78M
3
+$9.06M
4
UPS icon
United Parcel Service
UPS
+$7.34M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$6.64M

Top Sells

1
+$3.68M
2
+$2.74M
3
+$2.54M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.24M
5
WY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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