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
$2.58B
AUM Growth
+$372M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$23.5M
3
+$20M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$14.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$12.7M

Top Sells

1
+$30.4M
2
+$21.7M
3
+$7.54M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.66M
5
GII icon
SPDR S&P Global Infrastructure ETF
GII
+$3.28M

Sector Composition

1 Financials 5.82%
2 Technology 4.44%
3 Communication Services 4.18%
4 Energy 4.03%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.3M 0.44%
59,868
+4,962
52
$11.1M 0.43%
169,875
-315
53
$10.9M 0.42%
241,817
+17,868
54
$10.7M 0.41%
1,006,662
+67,824
55
$10.7M 0.41%
310,184
+55,499
56
$10.6M 0.41%
98,652
+16,191
57
$10.5M 0.41%
634,565
-2,473
58
$10.2M 0.4%
+145,796
59
$9.94M 0.38%
74,838
+8,659
60
$9.87M 0.38%
323,799
+5,236
61
$9.81M 0.38%
187,706
-15,814
62
$9.63M 0.37%
65,190
-308
63
$9.57M 0.37%
312,181
+257,581
64
$9.47M 0.37%
+166,508
65
$9.11M 0.35%
310,110
+106,963
66
$8.45M 0.33%
148,501
+395
67
$8.06M 0.31%
272,896
+151,392
68
$8.05M 0.31%
170,313
+3,102
69
$7.96M 0.31%
103,710
-15,702
70
$7.9M 0.31%
52,210
+1,003
71
$7.86M 0.3%
341,016
+31,841
72
$7.84M 0.3%
35,566
+23,516
73
$7.68M 0.3%
450,688
+68,636
74
$7.54M 0.29%
42,943
+5,605
75
$7.06M 0.27%
141,682
+17,284
1 2
3
4 5