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
176
$1.76M 0.1%
15,127
+3,091
177
$1.75M 0.1%
27,340
+6,698
178
$1.73M 0.1%
+29,800
179
$1.71M 0.1%
27,211
-376
180
$1.7M 0.1%
49,027
+427
181
$1.67M 0.1%
61,712
-3,208
182
$1.61M 0.1%
159,948
183
$1.6M 0.1%
12,686
+4,878
184
$1.57M 0.09%
8,351
185
$1.56M 0.09%
13,309
-298
186
$1.55M 0.09%
336,000
187
$1.54M 0.09%
44,209
-4,452
188
$1.53M 0.09%
85,901
-12,493
189
$1.52M 0.09%
33,050
+6,572
190
$1.52M 0.09%
59,431
+895
191
$1.5M 0.09%
135,599
+24,243
192
$1.47M 0.09%
108,824
+20,069
193
$1.43M 0.09%
13,954
+4,900
194
$1.43M 0.08%
36,520
-3,215
195
$1.43M 0.08%
16,463
+112
196
$1.42M 0.08%
15,199
-17
197
$1.41M 0.08%
58,023
+1,529
198
$1.4M 0.08%
24,529
+2,192
199
$1.4M 0.08%
10,068
+1,508
200
$1.4M 0.08%
54,435
+2,881
6 7
8
9 10