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

Top Buys

1 +$464M
2 +$153M
3 +$80.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$74.5M
5
ENPH icon
Enphase Energy
ENPH
+$44.2M

Top Sells

1 +$137M
2 +$104M
3 +$51.8M
4
LHX icon
L3Harris
LHX
+$32M
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 6.89%
4 Consumer Discretionary 5.82%
5 Industrials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2926
-208,103
2927
-15,206
2928
-143,218
2929
-71,756
2930
$0 ﹤0.01%
+18,000