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
2776
$145K ﹤0.01%
15,006
+3,345
2777
$144K ﹤0.01%
18,586
+1,510
2778
$144K ﹤0.01%
+28,918
2779
$144K ﹤0.01%
11,592
-960
2780
$143K ﹤0.01%
2,920
+2,159
2781
$143K ﹤0.01%
26,260
-5,954
2782
$142K ﹤0.01%
13,016
+234
2783
$142K ﹤0.01%
+70,200
2784
$142K ﹤0.01%
+11,525
2785
$142K ﹤0.01%
20,456
-36,244
2786
$141K ﹤0.01%
21,512
+2,829
2787
$140K ﹤0.01%
15,222
-1,009
2788
$140K ﹤0.01%
17,368
+2,238
2789
$140K ﹤0.01%
10,491
-3,266
2790
$140K ﹤0.01%
+22,525
2791
$139K ﹤0.01%
+11,500
2792
$138K ﹤0.01%
11,737
-712
2793
$137K ﹤0.01%
13,000
2794
$136K ﹤0.01%
22,159
+9,900
2795
$136K ﹤0.01%
12,383
-1,370
2796
$135K ﹤0.01%
16,080
-4,020
2797
$134K ﹤0.01%
+32,680
2798
$133K ﹤0.01%
16,373
-355,477
2799
$133K ﹤0.01%
20,227
+312
2800
$132K ﹤0.01%
+12,716
110 111
112
113 114