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
2876
-14,842
2877
-10,533
2878
-6,270
2879
-6,252
2880
-11,463
2881
-10,574
2882
-49,535
2883
-236,116
2884
-18,556
2885
-8,916
2886
-24,398
2887
-1,180
2888
-101,556
2889
-25,000
2890
-3,959
2891
-1,309
2892
-173,089
2893
-15,565
2894
-11,388
2895
-10,979
2896
-15,038
2897
-6,554
2898
-5,393
2899
-2,333
2900
-77