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
$3.89B
AUM Growth
+$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
857
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$13.3M
3
+$12.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.9M
5
WMB icon
Williams Companies
WMB
+$7.04M

Top Sells

1
+$9.36M
2
+$7.72M
3
+$7.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.46M
5
XLNX
Xilinx Inc
XLNX
+$3.96M

Sector Composition

1 Financials 7.7%
2 Technology 6.19%
3 Healthcare 6.13%
4 Energy 4.87%
5 Industrials 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$210K 0.01%
11,382
-98
752
$210K 0.01%
+1,510
753
$209K 0.01%
23,000
-8,500
754
$209K 0.01%
+2,939
755
$208K 0.01%
3,769
-161
756
$207K 0.01%
1,985
-241
757
$207K 0.01%
+808
758
$207K 0.01%
+4,670
759
$206K 0.01%
+5,130
760
$206K 0.01%
+9,683
761
$206K 0.01%
+3,877
762
$206K 0.01%
+5,324
763
$205K 0.01%
+1,131
764
$203K 0.01%
+9,066
765
$203K 0.01%
4,966
766
$203K 0.01%
+10,045
767
$202K 0.01%
8,000
768
$202K 0.01%
+2,044
769
$201K 0.01%
4,565
-388
770
$201K 0.01%
+9,368
771
$201K 0.01%
14,664
+811
772
$200K 0.01%
+11,061
773
$200K 0.01%
+2,365
774
$197K 0.01%
+15,270
775
$171K ﹤0.01%
29,329
29 30
31
32 33