Mariner

Mariner Portfolio holdings

AUM $84B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
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
+$60.5M
2
+$9.47M
3
+$8.91M
4
OKE icon
Oneok
OKE
+$7.16M
5
UPS icon
United Parcel Service
UPS
+$6.97M

Top Sells

1
+$3.71M
2
+$2.76M
3
+$2.58M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.19M
5
WY icon
Weyerhaeuser
WY
+$1.53M

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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