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
$1.85B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$8.96M
3
+$8.2M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$7.8M
5
IAU icon
iShares Gold Trust
IAU
+$6.91M

Top Sells

1
+$10.7M
2
+$5.78M
3
+$5.59M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.87M
5
MCHP icon
Microchip Technology
MCHP
+$2.15M

Sector Composition

1 Energy 7.43%
2 Consumer Staples 6.56%
3 Communication Services 4.8%
4 Financials 4.42%
5 Healthcare 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$249K 0.01%
+3,865
452
$248K 0.01%
+3,831
453
$245K 0.01%
+5,096
454
$245K 0.01%
19,504
+476
455
$244K 0.01%
3,032
-326
456
$244K 0.01%
3,007
-6,320
457
$243K 0.01%
8,057
+2
458
$242K 0.01%
+15,441
459
$240K 0.01%
6,200
460
$240K 0.01%
16,950
-3,495
461
$233K 0.01%
+11,372
462
$233K 0.01%
6,170
-108
463
$232K 0.01%
3,620
+52
464
$231K 0.01%
+8,081
465
$229K 0.01%
8,212
+213
466
$229K 0.01%
+1,959
467
$227K 0.01%
5,247
468
$226K 0.01%
+2,168
469
$226K 0.01%
2,657
-2,710
470
$224K 0.01%
9,336
+135
471
$224K 0.01%
13,590
472
$223K 0.01%
+3,312
473
$222K 0.01%
5,722
-28
474
$222K 0.01%
4,414
475
$219K 0.01%
2,772
-113
17 18
19
20 21