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
$2.3B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.26M
3
+$6.65M
4
VUG icon
Vanguard Growth ETF
VUG
+$6.32M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$5.79M

Top Sells

1
+$25.8M
2
+$9.45M
3
+$6.34M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.01M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.28M

Sector Composition

1 Energy 6.49%
2 Consumer Staples 5.68%
3 Financials 4.95%
4 Communication Services 4.84%
5 Technology 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$416K 0.02%
13,825
-27
402
$414K 0.02%
13,162
+3,218
403
$412K 0.02%
6,319
-155
404
$411K 0.02%
+8,875
405
$407K 0.02%
6,436
-79,149
406
$407K 0.02%
6,017
+2,273
407
$405K 0.02%
+7,430
408
$404K 0.02%
9,257
+11
409
$401K 0.02%
13,615
+2,495
410
$400K 0.02%
8,016
+336
411
$398K 0.02%
5,079
+57
412
$397K 0.02%
6,354
-95
413
$389K 0.02%
+7,963
414
$387K 0.02%
+7,599
415
$383K 0.02%
13,500
416
$381K 0.02%
319
417
$379K 0.02%
6,550
418
$377K 0.02%
3,675
+1,289
419
$377K 0.02%
11,671
-119
420
$376K 0.02%
+14,671
421
$374K 0.02%
20,243
-1,098
422
$373K 0.02%
+9,800
423
$372K 0.02%
48,854
+1,561
424
$371K 0.02%
25,000
-5,000
425
$370K 0.02%
+14,371
15 16
17
18 19