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
$42.2B
AUM Growth
+$4.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,248
New
Increased
Reduced
Closed

Top Buys

1
+$167M
2
+$121M
3
+$89.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$73.3M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$71.5M

Top Sells

1
+$170M
2
+$144M
3
+$138M
4
DHR icon
Danaher
DHR
+$103M
5
TSLA icon
Tesla
TSLA
+$71.5M

Sector Composition

1 Technology 17.11%
2 Financials 7.47%
3 Healthcare 6.31%
4 Consumer Discretionary 6.18%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2926
$58.4K ﹤0.01%
13,277
-8
2927
$57.9K ﹤0.01%
+12,314
2928
$57.9K ﹤0.01%
71,123
-34,096
2929
$55K ﹤0.01%
11,277
+40
2930
$54.2K ﹤0.01%
18,616
+8,377
2931
$53.2K ﹤0.01%
15,916
-2,670
2932
$52.9K ﹤0.01%
26,437
-4,536
2933
$51.9K ﹤0.01%
+10,599
2934
$51.5K ﹤0.01%
11,468
-1,984
2935
$50.9K ﹤0.01%
+11,332
2936
$50K ﹤0.01%
+14,084
2937
$49.6K ﹤0.01%
14,626
+4,135
2938
$49K ﹤0.01%
3,015
-142
2939
$48.7K ﹤0.01%
13,641
-48,671
2940
$48.5K ﹤0.01%
18,228
+1,619
2941
$47.4K ﹤0.01%
6,900
2942
$47.4K ﹤0.01%
14,891
-5,035
2943
$46.7K ﹤0.01%
26,831
+163
2944
$46K ﹤0.01%
12,561
-128
2945
$44.1K ﹤0.01%
2,278
+1,357
2946
$44K ﹤0.01%
871
-243
2947
$44K ﹤0.01%
+3,160
2948
$43.1K ﹤0.01%
12,036
-10,375
2949
$43K ﹤0.01%
11,145
-12,879
2950
$41.5K ﹤0.01%
23,436
+3,120
116 117
118
119 120