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
$3.89B
AUM Growth
+$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
857
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$13.3M
3
+$12.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.9M
5
WMB icon
Williams Companies
WMB
+$7.04M

Top Sells

1
+$9.36M
2
+$7.72M
3
+$7.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.46M
5
XLNX
Xilinx Inc
XLNX
+$3.96M

Sector Composition

1 Financials 7.7%
2 Technology 6.19%
3 Healthcare 6.13%
4 Energy 4.87%
5 Industrials 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$941K 0.02%
13,677
-806
427
$928K 0.02%
13,091
+4,040
428
$928K 0.02%
36,521
+7,818
429
$927K 0.02%
5,447
+84
430
$918K 0.02%
+17,088
431
$917K 0.02%
22,614
+5,880
432
$914K 0.02%
12,472
433
$911K 0.02%
36,858
434
$910K 0.02%
15,103
-4,364
435
$910K 0.02%
+43,105
436
$906K 0.02%
700
437
$896K 0.02%
5,958
-5,351
438
$891K 0.02%
79,162
+840
439
$888K 0.02%
+12,678
440
$883K 0.02%
23,090
-563
441
$876K 0.02%
21,592
-1,802
442
$873K 0.02%
16,984
-12
443
$867K 0.02%
3,165
+552
444
$865K 0.02%
13,850
+1,284
445
$864K 0.02%
31,194
-315
446
$862K 0.02%
38,618
+81
447
$859K 0.02%
9,312
+174
448
$859K 0.02%
16,538
+2
449
$857K 0.02%
6,495
+20
450
$856K 0.02%
21,675
-5,657
16 17
18
19 20