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
$2.58B
AUM Growth
+$372M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$23.5M
3
+$20M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$14.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$12.7M

Top Sells

1
+$30.4M
2
+$21.7M
3
+$7.54M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.66M
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$3.28M

Sector Composition

1 Financials 5.82%
2 Technology 4.44%
3 Communication Services 4.18%
4 Energy 4.03%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$273K 0.01%
4,373
+20
477
$269K 0.01%
+1,872
478
$265K 0.01%
2,000
479
$264K 0.01%
2,992
480
$264K 0.01%
+4,920
481
$264K 0.01%
+5,136
482
$263K 0.01%
7,500
483
$262K 0.01%
4,145
-42
484
$262K 0.01%
3,235
485
$258K 0.01%
3,999
+736
486
$257K 0.01%
9,138
-288
487
$257K 0.01%
5,067
488
$256K 0.01%
5,335
-63
489
$254K 0.01%
4,542
+266
490
$254K 0.01%
4,866
491
$252K 0.01%
12,768
492
$252K 0.01%
4,854
493
$251K 0.01%
30,553
-15,682
494
$247K 0.01%
+734
495
$247K 0.01%
+3,297
496
$247K 0.01%
19,614
497
$246K 0.01%
4,566
498
$241K 0.01%
+7,262
499
$241K 0.01%
+4,407
500
$237K 0.01%
4,987
18 19
20
21 22