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
2826
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-5,449
2827
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2828
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2829
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2830
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2831
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2832
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2833
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2834
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2835
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2836
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2837
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-44,766
2838
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2839
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2840
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2841
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2842
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2843
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2844
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2845
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2846
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2847
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2848
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-31
2849
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-11,590
2850
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-6,262
112 113
114
115 116