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
$888M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$9.17M
2
+$6.05M
3
+$3.67M
4
TYG
Tortoise Energy Infrastructure Corp
TYG
+$2.81M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.54M

Top Sells

1
+$10.2M
2
+$7.88M
3
+$5.97M
4
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$3.85M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.85M

Sector Composition

1 Energy 10.3%
2 Communication Services 9.68%
3 Industrials 5.32%
4 Financials 4.63%
5 Technology 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.91M 0.33%
47,426
+2,879
52
$2.89M 0.33%
27,183
-917
53
$2.87M 0.32%
37,643
+769
54
$2.84M 0.32%
97,004
-75
55
$2.83M 0.32%
26,135
-472
56
$2.73M 0.31%
55,125
57
$2.69M 0.3%
13
58
$2.67M 0.3%
37,740
-1,121
59
$2.62M 0.3%
25,806
+1,980
60
$2.56M 0.29%
57,157
+11,401
61
$2.48M 0.28%
51,044
+525
62
$2.46M 0.28%
63,448
-4,401
63
$2.42M 0.27%
95,088
+34,074
64
$2.4M 0.27%
69,039
+43,543
65
$2.4M 0.27%
36,067
+1,238
66
$2.36M 0.27%
52,904
+3,876
67
$2.35M 0.27%
59,014
-5,075
68
$2.32M 0.26%
46,509
-1,159
69
$2.24M 0.25%
24,103
+3,124
70
$2.23M 0.25%
17,659
+13
71
$2.21M 0.25%
43,784
-6,436
72
$2.21M 0.25%
37,212
+6,678
73
$2.19M 0.25%
82,096
-9,331
74
$2.18M 0.25%
93,169
-3,161
75
$2.16M 0.24%
17,534
+440
1 2
3
4 5