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
2676
$23K ﹤0.01%
+3,114
2677
$23K ﹤0.01%
2,970
-955
2678
$22K ﹤0.01%
+486
2679
$22K ﹤0.01%
40,000
2680
$21K ﹤0.01%
1,713
+9
2681
$20K ﹤0.01%
+22,006
2682
$20K ﹤0.01%
1,018
-180
2683
$20K ﹤0.01%
10,000
2684
$18K ﹤0.01%
+11,463
2685
$18K ﹤0.01%
5,447
-500
2686
$17K ﹤0.01%
+10,487
2687
$17K ﹤0.01%
10,416
-2,214
2688
$17K ﹤0.01%
18,807
-15,886
2689
$16K ﹤0.01%
13,884
-343
2690
$16K ﹤0.01%
77
2691
$16K ﹤0.01%
+28
2692
$15K ﹤0.01%
+607
2693
$15K ﹤0.01%
+10,098
2694
$15K ﹤0.01%
29,899
2695
$13K ﹤0.01%
+10,004
2696
$13K ﹤0.01%
67
2697
$12K ﹤0.01%
1,838
2698
$12K ﹤0.01%
10,800
-567
2699
$11K ﹤0.01%
5,252
-912
2700
$11K ﹤0.01%
30,762
-7,073
106 107
108
109 110