Mariner Portfolio holdings
AUM
$69.3B
1-Year Return
18.98%
This Quarter Return
+7.61%
1 Year Return
+18.98%
3 Year Return
+74.86%
5 Year Return
+121.64%
10 Year Return
+220.27%
AUM
$34.4B
AUM Growth
+$3.31B
(+11%)
Cap. Flow
+$1.67B
Cap. Flow
% of AUM
4.86%
Top 10 Holdings %
Top 10 Hldgs %
22.71%
Holding
2,948
New
211
Increased
1,446
Reduced
1,034
Closed
168
Top Buys
| 1 |
Apple
AAPL
|
+$519M |
| 2 |
Tesla
TSLA
|
+$182M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$81.5M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$75.5M |
| 5 |
Microsoft
MSFT
|
+$47.3M |
Top Sells
| 1 |
Apollo Global Management
APO
|
+$129M |
| 2 |
iShares Select Dividend ETF
DVY
|
+$101M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$51.9M |
| 4 |
L3Harris
LHX
|
+$30.7M |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$27.7M |
Sector Composition
| 1 | Technology | 14.91% |
| 2 | Healthcare | 6.95% |
| 3 | Financials | 6.88% |
| 4 | Consumer Discretionary | 5.82% |
| 5 | Industrials | 4.46% |
