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
$1.68B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$10.5M
3
+$7.08M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.31M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.95M

Top Sells

1
+$10.9M
2
+$9.38M
3
+$8.68M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$7.62M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$6.63M

Sector Composition

1 Energy 6.58%
2 Consumer Staples 6.49%
3 Communication Services 5.9%
4 Financials 4.98%
5 Industrials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.49M 0.21%
+86,607
102
$3.46M 0.21%
21,188
-1,302
103
$3.42M 0.2%
26,912
+3,513
104
$3.4M 0.2%
71,027
+1,947
105
$3.3M 0.2%
239,275
-98,190
106
$3.22M 0.19%
86,340
+20,420
107
$3.21M 0.19%
45,284
+9,305
108
$3.19M 0.19%
27,845
-5,762
109
$3.19M 0.19%
43,177
+4,762
110
$3.14M 0.19%
89,715
111
$3.12M 0.19%
38,697
+7,024
112
$3.11M 0.18%
216,177
+8,094
113
$3.08M 0.18%
74,622
+139
114
$3.05M 0.18%
35,656
115
$3.04M 0.18%
13,730
+4,226
116
$3.02M 0.18%
258,673
+17,790
117
$2.97M 0.18%
+42,989
118
$2.91M 0.17%
+165,255
119
$2.9M 0.17%
25,459
+7,477
120
$2.87M 0.17%
381,603
+76,301
121
$2.85M 0.17%
55,293
+13
122
$2.81M 0.17%
53,116
+1,311
123
$2.71M 0.16%
19,162
+2,958
124
$2.7M 0.16%
141,025
+1,877
125
$2.7M 0.16%
88,798
+34,903
3 4
5
6 7