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
$42.2B
AUM Growth
+$4.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,248
New
Increased
Reduced
Closed

Top Buys

1
+$167M
2
+$121M
3
+$89.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$73.3M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$71.5M

Top Sells

1
+$170M
2
+$144M
3
+$138M
4
DHR icon
Danaher
DHR
+$103M
5
TSLA icon
Tesla
TSLA
+$71.5M

Sector Composition

1 Technology 17.11%
2 Financials 7.47%
3 Healthcare 6.31%
4 Consumer Discretionary 6.18%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
$236K ﹤0.01%
+9,601
2552
$236K ﹤0.01%
21,629
+1,974
2553
$236K ﹤0.01%
13,947
-12,055
2554
$235K ﹤0.01%
1,486
-60
2555
$235K ﹤0.01%
20,045
2556
$235K ﹤0.01%
+2,600
2557
$235K ﹤0.01%
+7,678
2558
$234K ﹤0.01%
10,398
-1,640
2559
$234K ﹤0.01%
+5,248
2560
$233K ﹤0.01%
3,610
+18
2561
$233K ﹤0.01%
+10,195
2562
$233K ﹤0.01%
+6,174
2563
$233K ﹤0.01%
+6,055
2564
$233K ﹤0.01%
11,681
-2,114
2565
$233K ﹤0.01%
5,056
+56
2566
$232K ﹤0.01%
32,517
+8,050
2567
$232K ﹤0.01%
4,860
-153
2568
$232K ﹤0.01%
+6,597
2569
$232K ﹤0.01%
2,336
+34
2570
$232K ﹤0.01%
6,332
+175
2571
$232K ﹤0.01%
+4,367
2572
$232K ﹤0.01%
3,575
-42,377
2573
$231K ﹤0.01%
16,714
-32
2574
$230K ﹤0.01%
10,130
2575
$230K ﹤0.01%
11,363
+1
101 102
103
104 105