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
$2.3B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.26M
3
+$6.65M
4
VUG icon
Vanguard Growth ETF
VUG
+$6.32M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$5.79M

Top Sells

1
+$25.8M
2
+$9.45M
3
+$6.34M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.01M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.28M

Sector Composition

1 Energy 6.49%
2 Consumer Staples 5.68%
3 Financials 4.95%
4 Communication Services 4.84%
5 Technology 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$320K 0.01%
1,638
-435
452
$317K 0.01%
20,070
-792
453
$313K 0.01%
13,500
454
$307K 0.01%
4,512
-5
455
$306K 0.01%
3,715
+128
456
$305K 0.01%
5,514
-252
457
$305K 0.01%
9,500
-68
458
$302K 0.01%
+4,945
459
$299K 0.01%
+7,059
460
$297K 0.01%
9,491
461
$295K 0.01%
1,578
+31
462
$294K 0.01%
3,563
+3
463
$294K 0.01%
20,239
464
$294K 0.01%
4,947
+601
465
$291K 0.01%
2,602
466
$289K 0.01%
5,290
467
$288K 0.01%
1,733
468
$288K 0.01%
13,266
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469
$287K 0.01%
4,746
+1,000
470
$284K 0.01%
7,000
-1,300
471
$278K 0.01%
3,514
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472
$278K 0.01%
5,800
473
$277K 0.01%
3,002
+471
474
$277K 0.01%
8,074
+20
475
$276K 0.01%
12,768
17 18
19
20 21