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
701
$254K 0.01%
4,404
-142
702
$254K 0.01%
10,269
+278
703
$254K 0.01%
817
-69
704
$253K 0.01%
850
705
$251K 0.01%
2,195
+89
706
$250K 0.01%
884
+10
707
$250K 0.01%
1,446
-21
708
$249K 0.01%
6,183
-5,584
709
$249K 0.01%
+3,374
710
$248K 0.01%
7,517
+1,122
711
$247K 0.01%
2,634
712
$247K 0.01%
+5,550
713
$247K 0.01%
8,484
+36
714
$247K 0.01%
+5,326
715
$246K 0.01%
2,725
716
$245K 0.01%
3,118
+2
717
$243K 0.01%
1,871
-3,390
718
$241K 0.01%
+748
719
$240K 0.01%
4,479
-325
720
$240K 0.01%
+2,203
721
$239K 0.01%
+1,410
722
$239K 0.01%
5,022
+200
723
$238K 0.01%
+5,106
724
$237K 0.01%
3,996
+500
725
$237K 0.01%
1,738
+80
27 28
29
30 31