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
476
$176K 0.01%
27,553
+16,317
477
$176K 0.01%
16,761
478
$173K 0.01%
18,242
-2,108
479
$168K 0.01%
48,376
-2,245
480
$163K 0.01%
+10,747
481
$162K 0.01%
20,776
482
$161K 0.01%
5,247
483
$161K 0.01%
+19,896
484
$158K 0.01%
13,548
-550
485
$156K 0.01%
18,286
+255
486
$154K 0.01%
19,028
+352
487
$137K 0.01%
29,770
-1
488
$137K 0.01%
+2,500
489
$137K 0.01%
+11,167
490
$134K 0.01%
12,203
491
$130K 0.01%
1,423
+17
492
$130K 0.01%
92,249
+51,500
493
$128K 0.01%
18,571
494
$122K 0.01%
3,324
-1,575
495
$122K 0.01%
12,998
496
$122K 0.01%
+27,505
497
$118K 0.01%
+10,000
498
$118K 0.01%
+17,050
499
$111K 0.01%
20,556
500
$99K 0.01%
10,000
18 19
20
21 22