Mariner Portfolio holdings
AUM
$69.3B
1-Year Return
18.98%
This Quarter Return
+6.85%
1 Year Return
+18.98%
3 Year Return
+74.86%
5 Year Return
+121.64%
10 Year Return
+220.27%
AUM
$16.1B
AUM Growth
+$1.78B
(+12%)
Cap. Flow
+$875M
Cap. Flow
% of AUM
5.43%
Top 10 Holdings %
Top 10 Hldgs %
23.82%
Holding
949
New
93
Increased
550
Reduced
239
Closed
38
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$47.9M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$45.7M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$33.4M |
| 4 |
Charles Schwab
SCHW
|
$32.3M |
| 5 |
Baker Hughes
BKR
|
$27.9M |
Top Sells
| 1 |
lululemon athletica
LULU
|
$29.2M |
| 2 |
KSU
Kansas City Southern
KSU
|
$22.7M |
| 3 |
AT&T
T
|
$21.5M |
| 4 |
Zimmer Biomet
ZBH
|
$19.7M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$15.4M |
Sector Composition
| 1 | Technology | 13.51% |
| 2 | Financials | 7.63% |
| 3 | Healthcare | 7.57% |
| 4 | Consumer Discretionary | 5.59% |
| 5 | Industrials | 5.08% |
