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
151
$2.17M 0.13%
217,612
+6,002
152
$2.16M 0.13%
20,225
-2,950
153
$2.15M 0.13%
89,372
+16,616
154
$2.14M 0.13%
82,598
-38,030
155
$2.14M 0.13%
+79,326
156
$2.12M 0.13%
27,039
+8,955
157
$2.1M 0.12%
+108,590
158
$2.08M 0.12%
32,641
+2,081
159
$2.07M 0.12%
17,660
+5
160
$2.07M 0.12%
33,878
+6,884
161
$2.05M 0.12%
+68,984
162
$2.04M 0.12%
35,561
+17,457
163
$2.01M 0.12%
39,280
-18,115
164
$2M 0.12%
23,148
+5,006
165
$2M 0.12%
60,000
166
$2M 0.12%
31,965
+3,148
167
$1.99M 0.12%
147,283
-12,407
168
$1.98M 0.12%
107,334
-1,578
169
$1.98M 0.12%
+60,595
170
$1.92M 0.11%
47,636
+5,553
171
$1.92M 0.11%
+74,570
172
$1.92M 0.11%
37,990
+17,511
173
$1.91M 0.11%
79,661
+3,459
174
$1.85M 0.11%
36,786
+12,490
175
$1.81M 0.11%
18,073
+2,373
5 6
7
8 9