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
2851
-2,763
2852
-5,276
2853
-5,649
2854
-12,977
2855
-10,519
2856
-16,470
2857
-2,370
2858
-11,103
2859
-9,262
2860
-12,511
2861
-1,249
2862
-2,423
2863
-70
2864
-3,667
2865
-5,561
2866
-122,765
2867
-8,372
2868
-11,727
2869
-2,381
2870
-10,843
2871
-12,586
2872
-9,471
2873
-8,083
2874
-4,007
2875
-4,110