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
426
$255K 0.02%
8,200
427
$252K 0.02%
+4,783
428
$248K 0.01%
+6,935
429
$247K 0.01%
+6,935
430
$245K 0.01%
23,674
431
$244K 0.01%
+3,358
432
$244K 0.01%
9,752
433
$241K 0.01%
+2,569
434
$241K 0.01%
5,900
435
$241K 0.01%
3,021
436
$239K 0.01%
6,278
+207
437
$239K 0.01%
2,128
-1,960
438
$238K 0.01%
27,726
+315
439
$237K 0.01%
4,414
440
$237K 0.01%
+4,427
441
$235K 0.01%
60,159
+28,238
442
$234K 0.01%
6,200
443
$234K 0.01%
2,666
+449
444
$231K 0.01%
14,900
445
$230K 0.01%
+4,142
446
$228K 0.01%
12,875
447
$227K 0.01%
+8,000
448
$222K 0.01%
7,999
+1,188
449
$222K 0.01%
5,574
450
$222K 0.01%
+2,875
16 17
18
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