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
651
$310K 0.01%
+3,728
652
$306K 0.01%
+7,939
653
$306K 0.01%
31,938
654
$305K 0.01%
4,877
-250
655
$304K 0.01%
3,458
-74
656
$303K 0.01%
12,860
-7,484
657
$301K 0.01%
10,282
-3,714
658
$301K 0.01%
10,052
+2,297
659
$299K 0.01%
+16,225
660
$299K 0.01%
6,346
+744
661
$298K 0.01%
7,193
662
$297K 0.01%
7,183
+196
663
$297K 0.01%
4,391
+626
664
$297K 0.01%
+12,557
665
$294K 0.01%
4,472
-162
666
$294K 0.01%
18,424
667
$294K 0.01%
5,448
+286
668
$293K 0.01%
8,394
-126
669
$292K 0.01%
11,196
+2,012
670
$291K 0.01%
10,690
+200
671
$290K 0.01%
1,735
+18
672
$287K 0.01%
7,823
-77
673
$285K 0.01%
22,512
674
$284K 0.01%
5,653
-145
675
$280K 0.01%
2,197
+16
25 26
27
28 29