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
376
$389K 0.02%
5,326
+652
377
$385K 0.02%
+70,602
378
$384K 0.02%
4,828
+2,120
379
$383K 0.02%
+2,245
380
$380K 0.02%
+5,590
381
$378K 0.02%
9,850
-6,750
382
$375K 0.02%
3,334
+425
383
$374K 0.02%
2,317
+292
384
$372K 0.02%
9,459
385
$372K 0.02%
+4,650
386
$372K 0.02%
+23,397
387
$366K 0.02%
14,421
-566
388
$365K 0.02%
2,920
389
$359K 0.02%
3,669
+513
390
$353K 0.02%
17,165
+5,965
391
$353K 0.02%
5,664
+744
392
$352K 0.02%
3,119
+12
393
$352K 0.02%
9,386
+1,153
394
$352K 0.02%
+10,106
395
$342K 0.02%
7,545
+610
396
$340K 0.02%
+5,155
397
$340K 0.02%
5,958
398
$335K 0.02%
+7,606
399
$333K 0.02%
9,898
400
$329K 0.02%
6,550
14 15
16
17 18