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
401
$327K 0.02%
51,773
+100
402
$323K 0.02%
5,156
-14,867
403
$322K 0.02%
+12,410
404
$322K 0.02%
7,200
+850
405
$321K 0.02%
+13,500
406
$321K 0.02%
2,581
407
$321K 0.02%
12,680
+355
408
$320K 0.02%
15,100
+5,700
409
$318K 0.02%
8,814
-174
410
$318K 0.02%
6,430
411
$317K 0.02%
3,878
+1,065
412
$317K 0.02%
8,300
+1,300
413
$313K 0.02%
+41,525
414
$313K 0.02%
+5,389
415
$306K 0.02%
+11,781
416
$306K 0.02%
60,357
+41,786
417
$306K 0.02%
4,719
-2,260
418
$304K 0.02%
+7,923
419
$302K 0.02%
6,647
-8,369
420
$299K 0.02%
+8,740
421
$297K 0.02%
32,480
+3,260
422
$297K 0.02%
3,383
-8,712
423
$296K 0.02%
6,450
424
$293K 0.02%
21,235
+56
425
$291K 0.02%
+36,100
15 16
17
18 19