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
$5.62B
AUM Growth
+$1.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1 +$119M
2 +$91.3M
3 +$73.1M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$53.5M
5
V icon
Visa
V
+$48.4M

Top Sells

1 +$7.52M
2 +$7.18M
3 +$6.11M
4
UPS icon
United Parcel Service
UPS
+$4.17M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$3.87M

Sector Composition

1 Financials 9.98%
2 Healthcare 9.03%
3 Technology 7.66%
4 Industrials 5.66%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
-6,500
827
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828
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829
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830
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831
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832
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833
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834
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835
-27,438
836
-7,891
837
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838
-3,877
839
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840
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841
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842
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843
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844
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845
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846
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847
-15,227
848
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849
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850
-5,035