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
$3.89B
AUM Growth
+$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
857
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$13.3M
3
+$12.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.9M
5
WMB icon
Williams Companies
WMB
+$7.04M

Top Sells

1
+$9.36M
2
+$7.72M
3
+$7.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.46M
5
XLNX
Xilinx Inc
XLNX
+$3.96M

Sector Composition

1 Financials 7.7%
2 Technology 6.19%
3 Healthcare 6.13%
4 Energy 4.87%
5 Industrials 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$581K 0.01%
8,277
-1,074
527
$578K 0.01%
44,580
+1,670
528
$576K 0.01%
2,077
-16
529
$573K 0.01%
8,892
+2,749
530
$572K 0.01%
104,386
+1,141
531
$571K 0.01%
9,868
+457
532
$568K 0.01%
18,272
+1,198
533
$565K 0.01%
8,480
+2,401
534
$564K 0.01%
16,744
+1,271
535
$558K 0.01%
1,714
+234
536
$554K 0.01%
25,799
-20,970
537
$547K 0.01%
19,818
-533
538
$547K 0.01%
+83,584
539
$544K 0.01%
11,518
-469
540
$543K 0.01%
8,711
+808
541
$543K 0.01%
6,779
542
$530K 0.01%
6,444
-437
543
$530K 0.01%
2,996
+122
544
$527K 0.01%
7,815
+1,325
545
$525K 0.01%
9,557
-196
546
$521K 0.01%
9,154
+504
547
$519K 0.01%
14,682
548
$519K 0.01%
8,194
+305
549
$519K 0.01%
18,668
+744
550
$514K 0.01%
17,042
+2,414
20 21
22
23 24