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
2776
-10,704
2777
-800
2778
-3,501
2779
-11,217
2780
-14,082
2781
-6,247
2782
-12,734
2783
-2,933
2784
-4,928
2785
-11,411
2786
-636
2787
-952
2788
-3,586
2789
-8,099
2790
-5,419
2791
-5,321
2792
0
2793
-2,144
2794
-2,112
2795
-19
2796
-5,046
2797
-19,207
2798
-16,309
2799
-18,933
2800
-165,996