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
476
$275K 0.01%
5,406
-12,097
477
$274K 0.01%
13,093
-3,310
478
$273K 0.01%
7,069
479
$272K 0.01%
5,959
480
$271K 0.01%
6,437
+466
481
$269K 0.01%
11,781
482
$267K 0.01%
3,399
-509
483
$267K 0.01%
5,318
+41
484
$266K 0.01%
+12,130
485
$266K 0.01%
+97,760
486
$266K 0.01%
+5,000
487
$264K 0.01%
7,282
488
$263K 0.01%
5,940
+1,114
489
$263K 0.01%
5,593
+248
490
$263K 0.01%
+15,000
491
$261K 0.01%
+5,099
492
$260K 0.01%
4,103
-18,883
493
$258K 0.01%
+5,000
494
$258K 0.01%
+1,977
495
$255K 0.01%
+4,503
496
$255K 0.01%
+8,300
497
$253K 0.01%
10,165
498
$250K 0.01%
+2,385
499
$249K 0.01%
19,614
500
$248K 0.01%
41,204
+2,710
18 19
20
21 22