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
$2.07B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$92.1M
2
+$9.76M
3
+$9.5M
4
VTV icon
Vanguard Value ETF
VTV
+$8.07M
5
PB icon
Prosperity Bancshares
PB
+$5.64M

Top Sells

1
+$23.5M
2
+$10.3M
3
+$9.31M
4
EPR icon
EPR Properties
EPR
+$4.95M
5
OKE icon
Oneok
OKE
+$4.88M

Sector Composition

1 Energy 7.33%
2 Consumer Staples 6.26%
3 Financials 5.01%
4 Communication Services 4.65%
5 Healthcare 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$9K ﹤0.01%
+240
727
$8K ﹤0.01%
+220
728
$8K ﹤0.01%
+303
729
$8K ﹤0.01%
+305
730
$8K ﹤0.01%
+441
731
$7K ﹤0.01%
+188
732
$7K ﹤0.01%
+120
733
$7K ﹤0.01%
+56
734
$7K ﹤0.01%
+138
735
$7K ﹤0.01%
+250
736
$7K ﹤0.01%
+170
737
$7K ﹤0.01%
+492
738
$7K ﹤0.01%
+172
739
$6K ﹤0.01%
+96
740
$6K ﹤0.01%
+130
741
$6K ﹤0.01%
+56
742
$6K ﹤0.01%
+93
743
$6K ﹤0.01%
+1,010
744
$5K ﹤0.01%
+47
745
$5K ﹤0.01%
+188
746
$5K ﹤0.01%
+88
747
$5K ﹤0.01%
+200
748
$4K ﹤0.01%
+108
749
$4K ﹤0.01%
+130
750
$4K ﹤0.01%
+100
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