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
$10.6B
AUM Growth
+$645M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
763
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$25.5M
3
+$24.1M
4
LYB icon
LyondellBasell Industries
LYB
+$21.4M
5
T icon
AT&T
T
+$16.2M

Top Sells

1
+$50.4M
2
+$42.1M
3
+$40.9M
4
IVOV icon
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
+$40.3M
5
VTV icon
Vanguard Value ETF
VTV
+$24.5M

Sector Composition

1 Technology 13.09%
2 Healthcare 8.14%
3 Consumer Discretionary 6.37%
4 Financials 6.22%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.96M 0.02%
35,302
+13
377
$1.96M 0.02%
21,233
-3,008
378
$1.95M 0.02%
12,454
-51,638
379
$1.95M 0.02%
35,672
-6,030
380
$1.94M 0.02%
18,969
-3,938
381
$1.94M 0.02%
18,653
-271
382
$1.93M 0.02%
20,509
+5,859
383
$1.93M 0.02%
14,814
+1,108
384
$1.93M 0.02%
41,855
+17
385
$1.91M 0.02%
154,516
-132,865
386
$1.89M 0.02%
15,033
+40
387
$1.89M 0.02%
18,504
-54,153
388
$1.87M 0.02%
29,514
-631
389
$1.83M 0.02%
39,005
-2,905
390
$1.83M 0.02%
85,648
+4,737
391
$1.82M 0.02%
30,162
-412
392
$1.81M 0.02%
60,551
+4,735
393
$1.81M 0.02%
31,042
+1,880
394
$1.8M 0.02%
45,366
+1
395
$1.8M 0.02%
29,783
+7,423
396
$1.78M 0.02%
18,602
-15
397
$1.78M 0.02%
297,488
-25,907
398
$1.77M 0.02%
30,611
-850
399
$1.77M 0.02%
21,920
+2,881
400
$1.77M 0.02%
68,061
-3,729
14 15
16
17 18