Mariner

Mariner Portfolio holdings

AUM $84B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
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 +$235M
2 +$146M
3 +$131M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$117M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$98.5M

Top Sells

1 +$39.2M
2 +$30.6M
3 +$25.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22.4M
5
VZ icon
Verizon
VZ
+$19.7M

Sector Composition

1 Technology 11.54%
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
2726
-598
2727
-204
2728
-11,852
2729
-1,493
2730
-15,025
2731
-1,000
2732
-25,746
2733
-20,055
2734
-12,464
2735
-13,598
2736
-1,498
2737
-2,055
2738
-34,430
2739
-6,767
2740
-42,587
2741
-7,105
2742
-228,619
2743
-12,321
2744
-3,818
2745
-3,682
2746
-11,211
2747
-14,400
2748
-27,904
2749
-34,167
2750
-10,334