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
2751
$159K ﹤0.01%
13,336
-10,322
2752
$159K ﹤0.01%
+11,119
2753
$159K ﹤0.01%
20,619
2754
$159K ﹤0.01%
13,217
-3,019
2755
$158K ﹤0.01%
12,022
-5,358
2756
$158K ﹤0.01%
+13,019
2757
$157K ﹤0.01%
+12,048
2758
$156K ﹤0.01%
22,307
-9,135
2759
$156K ﹤0.01%
11,086
-7,082
2760
$155K ﹤0.01%
17,477
-1,670
2761
$155K ﹤0.01%
11,039
-3,229
2762
$155K ﹤0.01%
+10,889
2763
$154K ﹤0.01%
11,657
-4,959
2764
$154K ﹤0.01%
16,254
-826
2765
$154K ﹤0.01%
34,363
-9,541
2766
$153K ﹤0.01%
15,100
+144
2767
$153K ﹤0.01%
14,747
+2,289
2768
$151K ﹤0.01%
12,178
-1,853
2769
$150K ﹤0.01%
+10,970
2770
$150K ﹤0.01%
11,301
+747
2771
$150K ﹤0.01%
13,932
+3,671
2772
$148K ﹤0.01%
22,698
-987
2773
$148K ﹤0.01%
+10,701
2774
$147K ﹤0.01%
+16,067
2775
$146K ﹤0.01%
10,487
+64
109 110
111
112 113