Mariner

Mariner Portfolio holdings

AUM $84B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.63B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$81.6M
2
+$33M
3
+$27M
4
COHR icon
Coherent
COHR
+$25.5M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$20.4M

Top Sells

1
+$20.4M
2
+$8.63M
3
+$8.56M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$8.24M
5
UNH icon
UnitedHealth
UNH
+$5.12M

Sector Composition

1 Technology 10.14%
2 Financials 8.52%
3 Healthcare 7.06%
4 Consumer Discretionary 5.88%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
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729
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738
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739
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740
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-32,030
741
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-30,449
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