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
$10.6B
AUM Growth
+$645M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
763
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$25.5M
3
+$24.1M
4
LYB icon
LyondellBasell Industries
LYB
+$21.4M
5
T icon
AT&T
T
+$16.2M

Top Sells

1
+$50.4M
2
+$42.1M
3
+$40.9M
4
IVOV icon
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
+$40.3M
5
VTV icon
Vanguard Value ETF
VTV
+$24.5M

Sector Composition

1 Technology 13.09%
2 Healthcare 8.14%
3 Consumer Discretionary 6.37%
4 Financials 6.22%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
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727
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728
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729
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730
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733
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735
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736
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738
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739
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742
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745
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746
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750
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