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
676
$280K 0.01%
2,437
+5
677
$276K 0.01%
10,504
+52
678
$276K 0.01%
6,007
+792
679
$274K 0.01%
+3,858
680
$274K 0.01%
3,265
+956
681
$269K 0.01%
6,500
682
$269K 0.01%
11,164
683
$265K 0.01%
12,968
684
$265K 0.01%
779
-23
685
$264K 0.01%
1,157
-8
686
$263K 0.01%
2,816
-7
687
$262K 0.01%
1,368
-69
688
$262K 0.01%
7,534
+5
689
$261K 0.01%
15,105
+56
690
$261K 0.01%
4,771
+321
691
$259K 0.01%
14,055
+1,385
692
$258K 0.01%
+8,156
693
$257K 0.01%
17,224
+1,177
694
$257K 0.01%
4,295
-91
695
$257K 0.01%
4,207
+229
696
$256K 0.01%
18,025
+722
697
$255K 0.01%
5,798
+175
698
$255K 0.01%
4,987
699
$255K 0.01%
7,043
700
$254K 0.01%
1,948
+141
26 27
28
29 30