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
$10.6B
AUM Growth
+$645M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
763
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$25.5M
3
+$24.1M
4
LYB icon
LyondellBasell Industries
LYB
+$21.4M
5
T icon
AT&T
T
+$16.2M

Top Sells

1
+$50.4M
2
+$42.1M
3
+$40.9M
4
IVOV icon
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
+$40.3M
5
VTV icon
Vanguard Value ETF
VTV
+$24.5M

Sector Composition

1 Technology 13.09%
2 Healthcare 8.14%
3 Consumer Discretionary 6.37%
4 Financials 6.22%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$750K 0.01%
10,866
-411
552
$745K 0.01%
93,106
-14,109
553
$742K 0.01%
16,698
+19
554
$740K 0.01%
20,127
+2,940
555
$736K 0.01%
18,841
-96
556
$725K 0.01%
18,011
+4,070
557
$724K 0.01%
49,410
+3,120
558
$720K 0.01%
43,568
-10,618
559
$720K 0.01%
22,380
-9,771
560
$716K 0.01%
12,173
-526
561
$716K 0.01%
16,055
562
$714K 0.01%
45,903
+204
563
$701K 0.01%
18,130
564
$693K 0.01%
12,067
-900
565
$681K 0.01%
86,174
-8,001
566
$680K 0.01%
27,261
-250
567
$668K 0.01%
78,942
-4,978
568
$663K 0.01%
23,590
+8,211
569
$653K 0.01%
45,124
570
$652K 0.01%
+16,641
571
$648K 0.01%
38,936
-113
572
$647K 0.01%
+70,901
573
$642K 0.01%
25,706
-1,536
574
$640K 0.01%
38,393
+3,086
575
$638K 0.01%
32,378
-750
21 22
23
24 25