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
451
$222K 0.01%
+20,000
452
$221K 0.01%
3,568
-196
453
$221K 0.01%
5,499
+5
454
$219K 0.01%
2,885
+23
455
$218K 0.01%
+9,201
456
$217K 0.01%
10,377
+51
457
$216K 0.01%
+3,020
458
$214K 0.01%
2,708
-748
459
$214K 0.01%
+2,153
460
$213K 0.01%
22,096
+219
461
$213K 0.01%
13,590
462
$212K 0.01%
5,750
-1,944
463
$212K 0.01%
+8,055
464
$210K 0.01%
+3,332
465
$208K 0.01%
+3,533
466
$207K 0.01%
+4,373
467
$206K 0.01%
+11,200
468
$206K 0.01%
6,550
+20
469
$205K 0.01%
+1,736
470
$205K 0.01%
2,414
+32
471
$204K 0.01%
1,711
472
$203K 0.01%
+5,331
473
$202K 0.01%
7,210
+200
474
$201K 0.01%
+3,870
475
$180K 0.01%
14,500
-7,952
17 18
19
20 21