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
$48.4B
AUM Growth
+$6.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,282
New
Increased
Reduced
Closed

Top Buys

1 +$172M
2 +$158M
3 +$137M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$130M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$121M

Top Sells

1 +$72M
2 +$54.8M
3 +$25.7M
4
JCI icon
Johnson Controls International
JCI
+$25.2M
5
COHR icon
Coherent
COHR
+$19.8M

Sector Composition

1 Technology 17.11%
2 Financials 7.53%
3 Healthcare 6.22%
4 Consumer Discretionary 5.67%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$285K ﹤0.01%
1,941
-3
2477
$284K ﹤0.01%
12,719
+476
2478
$284K ﹤0.01%
12,090
+1,960
2479
$284K ﹤0.01%
15,403
+1,034
2480
$284K ﹤0.01%
6,568
-236
2481
$284K ﹤0.01%
36,660
+23,837
2482
$284K ﹤0.01%
12,564
-243
2483
$284K ﹤0.01%
17,632
-137
2484
$283K ﹤0.01%
8,058
+270
2485
$283K ﹤0.01%
+4,945
2486
$283K ﹤0.01%
2,771
+51
2487
$283K ﹤0.01%
7,584
+4
2488
$282K ﹤0.01%
4,369
+5
2489
$282K ﹤0.01%
68,951
+17,314
2490
$282K ﹤0.01%
8,399
-125
2491
$282K ﹤0.01%
5,847
+542
2492
$281K ﹤0.01%
+2,657
2493
$281K ﹤0.01%
5,985
-234
2494
$281K ﹤0.01%
1,835
+66
2495
$281K ﹤0.01%
+3,463
2496
$281K ﹤0.01%
6,232
+230
2497
$280K ﹤0.01%
6,948
2498
$280K ﹤0.01%
+8,128
2499
$279K ﹤0.01%
62,910
-1,427
2500
$279K ﹤0.01%
1,532
+46