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
376
$331K 0.02%
+7,516
377
$331K 0.02%
14,950
378
$328K 0.02%
+8,012
379
$327K 0.02%
+16,020
380
$322K 0.02%
4,920
+1,046
381
$320K 0.02%
+2,909
382
$318K 0.02%
6,550
383
$317K 0.02%
+55,000
384
$316K 0.02%
2,505
+10
385
$313K 0.02%
20,445
+7,125
386
$313K 0.02%
+1,356
387
$312K 0.02%
+7,968
388
$311K 0.02%
+5,488
389
$310K 0.02%
5,958
390
$309K 0.02%
3,083
+9
391
$309K 0.02%
12,325
+1,185
392
$308K 0.02%
9,898
-84
393
$307K 0.02%
2,025
+395
394
$306K 0.02%
+2,581
395
$304K 0.02%
+2,726
396
$299K 0.02%
29,220
-12,010
397
$299K 0.02%
+3,156
398
$296K 0.02%
29,605
-2,841
399
$294K 0.02%
6,430
400
$288K 0.02%
2,032
+16
14 15
16
17 18