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
$2.3B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.26M
3
+$6.65M
4
VUG icon
Vanguard Growth ETF
VUG
+$6.32M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$5.79M

Top Sells

1
+$25.8M
2
+$9.45M
3
+$6.34M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.01M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.28M

Sector Composition

1 Energy 6.49%
2 Consumer Staples 5.68%
3 Financials 4.95%
4 Communication Services 4.84%
5 Technology 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.88M 0.08%
58,724
+468
202
$1.88M 0.08%
46,519
+300
203
$1.84M 0.08%
28,176
-533
204
$1.8M 0.08%
13,643
+273
205
$1.77M 0.08%
34,368
-4,270
206
$1.77M 0.08%
31,925
-1,163
207
$1.75M 0.08%
68,615
+6,930
208
$1.74M 0.08%
28,993
+4,731
209
$1.73M 0.08%
+56,592
210
$1.7M 0.07%
55,875
-1,117
211
$1.68M 0.07%
130,868
212
$1.66M 0.07%
47,384
-50
213
$1.65M 0.07%
40,393
+2,100
214
$1.65M 0.07%
38,373
+16,750
215
$1.64M 0.07%
20,745
+729
216
$1.63M 0.07%
13,793
+2,672
217
$1.62M 0.07%
10,630
+1,326
218
$1.61M 0.07%
10,339
219
$1.6M 0.07%
63,640
+2,570
220
$1.55M 0.07%
14,190
+234
221
$1.54M 0.07%
29,917
+1,212
222
$1.54M 0.07%
35,841
-5,383
223
$1.53M 0.07%
19,529
-4,961
224
$1.49M 0.06%
12,608
+404
225
$1.48M 0.06%
11,259
-513
7 8
9
10 11