Mariner Portfolio holdings
AUM
$69.3B
This Quarter Return
+9.39%
1 Year Return
+18.98%
3 Year Return
+74.86%
5 Year Return
+121.64%
10 Year Return
+220.27%
AUM
$23.6B
AUM Growth
+$23.6B
(+23%)
Cap. Flow
+$2.97B
Cap. Flow
% of AUM
12.56%
Top 10 Holdings %
Top 10 Hldgs %
23.79%
Holding
1,194
New
205
Increased
686
Reduced
241
Closed
43
Top Buys
| 1 |
Apple
AAPL
|
$138M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$101M |
| 3 |
Microsoft
MSFT
|
$78M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$73.1M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$53.6M |
Top Sells
| 1 |
FedEx
FDX
|
$21.7M |
| 2 |
Starbucks
SBUX
|
$19.1M |
| 3 |
KSU
Kansas City Southern
KSU
|
$19.1M |
| 4 |
MPLX
MPLX
|
$17.9M |
| 5 |
LyondellBasell Industries
LYB
|
$16.6M |
Sector Composition
| 1 | Technology | 13.48% |
| 2 | Healthcare | 7.43% |
| 3 | Financials | 6.4% |
| 4 | Consumer Discretionary | 5.23% |
| 5 | Industrials | 4.57% |
