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
$2.58B
AUM Growth
+$372M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$23.5M
3
+$20M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$14.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$12.7M

Top Sells

1
+$30.4M
2
+$21.7M
3
+$7.54M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.66M
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$3.28M

Sector Composition

1 Financials 5.82%
2 Technology 4.44%
3 Communication Services 4.18%
4 Energy 4.03%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$392K 0.02%
+2,860
427
$392K 0.02%
3,360
-437
428
$390K 0.02%
4,523
-18
429
$389K 0.02%
5,754
430
$384K 0.01%
9,605
+1,955
431
$382K 0.01%
9,000
432
$381K 0.01%
+7,825
433
$381K 0.01%
7,915
-46
434
$379K 0.01%
9,859
-304
435
$375K 0.01%
7,480
436
$374K 0.01%
1,758
+25
437
$374K 0.01%
27,218
438
$370K 0.01%
21,406
+10,100
439
$370K 0.01%
3,750
-12,358
440
$366K 0.01%
+5,824
441
$357K 0.01%
23,397
442
$354K 0.01%
+6,567
443
$353K 0.01%
6,715
-70
444
$351K 0.01%
5,654
445
$350K 0.01%
3,425
+265
446
$350K 0.01%
+1,768
447
$338K 0.01%
11,840
448
$335K 0.01%
4,178
-1,071
449
$333K 0.01%
7,249
+180
450
$327K 0.01%
12,133
16 17
18
19 20