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
$31.1B
AUM Growth
+$6.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,903
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$143M
3
+$131M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$117M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$98.1M

Top Sells

1
+$35.6M
2
+$27.7M
3
+$25.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22.9M
5
VZ icon
Verizon
VZ
+$20.6M

Sector Composition

1 Technology 11.55%
2 Financials 8.23%
3 Healthcare 7.77%
4 Consumer Discretionary 4.95%
5 Industrials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$96K ﹤0.01%
7,035
+1,824
2527
$96K ﹤0.01%
15,565
+2,498
2528
$95K ﹤0.01%
12,441
+1,081
2529
$94K ﹤0.01%
11,839
-1,511
2530
$94K ﹤0.01%
18,526
+818
2531
$93K ﹤0.01%
10,787
-3,019
2532
$93K ﹤0.01%
12,886
-1,136
2533
$93K ﹤0.01%
20,573
-1,668
2534
$92K ﹤0.01%
15,312
-807
2535
$92K ﹤0.01%
11,499
+464
2536
$91K ﹤0.01%
10,436
-167
2537
$90K ﹤0.01%
+1,206
2538
$90K ﹤0.01%
+11,845
2539
$90K ﹤0.01%
32,614
+15,502
2540
$89K ﹤0.01%
79,318
+29,804
2541
$88K ﹤0.01%
+10,146
2542
$87K ﹤0.01%
26,762
+1,933
2543
$87K ﹤0.01%
22,269
+6,488
2544
$86K ﹤0.01%
12,579
+2,269
2545
$85K ﹤0.01%
15,210
-2,486
2546
$85K ﹤0.01%
+13,457
2547
$84K ﹤0.01%
+20,646
2548
$83K ﹤0.01%
13,420
-1,516
2549
$83K ﹤0.01%
15,009
+1,480
2550
$83K ﹤0.01%
12,348
-2,622
100 101
102
103 104