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
401
$287K 0.02%
5,246
402
$286K 0.02%
11,276
-555
403
$286K 0.02%
6,450
404
$285K 0.02%
51,673
+14,031
405
$284K 0.02%
8,988
+214
406
$281K 0.02%
+18,172
407
$279K 0.02%
8,233
+103
408
$279K 0.02%
11,190
-220
409
$278K 0.02%
5,902
+266
410
$277K 0.02%
21,179
+42
411
$277K 0.02%
+2,813
412
$277K 0.02%
10,832
+1,177
413
$274K 0.02%
+15,000
414
$273K 0.02%
10,052
+119
415
$272K 0.02%
+3,000
416
$271K 0.02%
6,604
+857
417
$271K 0.02%
+16,900
418
$267K 0.02%
11,840
419
$266K 0.02%
+6,350
420
$260K 0.02%
+9,400
421
$260K 0.02%
7,000
422
$259K 0.02%
4,900
423
$258K 0.02%
+3,962
424
$256K 0.02%
6,079
+484
425
$255K 0.02%
+5,744
15 16
17
18 19