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
$34.4B
AUM Growth
+$3.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,948
New
Increased
Reduced
Closed

Top Buys

1 +$519M
2 +$182M
3 +$81.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$75.5M
5
MSFT icon
Microsoft
MSFT
+$47.3M

Top Sells

1 +$129M
2 +$101M
3 +$51.9M
4
LHX icon
L3Harris
LHX
+$30.7M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$27.7M

Sector Composition

1 Technology 14.91%
2 Healthcare 6.95%
3 Financials 6.88%
4 Consumer Discretionary 5.82%
5 Industrials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2851
-21,520
2852
-4,866
2853
-1,005
2854
-12,001
2855
-11,675
2856
-12,193
2857
-10,970
2858
-10,482
2859
-41,298
2860
-11,461
2861
-3,087
2862
-11,265
2863
-10,487
2864
-28,210
2865
-5,686
2866
-12,507
2867
-730
2868
-12,303
2869
-16,507
2870
-2,479
2871
-67
2872
-1,656
2873
0
2874
-10,679
2875
-7,894