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
551
$509K 0.01%
7,619
+1,833
552
$508K 0.01%
7,622
-1,714
553
$508K 0.01%
28,448
+400
554
$508K 0.01%
+15,225
555
$506K 0.01%
31,007
+3,734
556
$504K 0.01%
21,481
-435
557
$501K 0.01%
30,000
558
$501K 0.01%
4,693
-158
559
$499K 0.01%
+11,775
560
$496K 0.01%
13,335
+540
561
$493K 0.01%
25,887
+1,785
562
$490K 0.01%
1,316
-34
563
$489K 0.01%
16,757
-176
564
$488K 0.01%
10,791
+614
565
$486K 0.01%
9,338
+3,749
566
$476K 0.01%
7,040
+1,623
567
$474K 0.01%
5,125
+437
568
$474K 0.01%
6,494
-118
569
$472K 0.01%
39,657
570
$471K 0.01%
4,068
-3,879
571
$471K 0.01%
10,127
+1,362
572
$470K 0.01%
2,958
+98
573
$469K 0.01%
2,325
+584
574
$467K 0.01%
30,000
575
$465K 0.01%
13,293
+4,776
21 22
23
24 25