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
2951
$41.4K ﹤0.01%
10,501
+262
2952
$41.3K ﹤0.01%
2,912
2953
$41.2K ﹤0.01%
11,280
-1,370
2954
$41K ﹤0.01%
1,409
-323
2955
$40.7K ﹤0.01%
889
-129
2956
$39.3K ﹤0.01%
6,429
+88
2957
$38.9K ﹤0.01%
11,410
-2,284
2958
$38.5K ﹤0.01%
+36,657
2959
$38.4K ﹤0.01%
5,063
-15,310
2960
$37.8K ﹤0.01%
+14,365
2961
$37.6K ﹤0.01%
5,000
2962
$37.3K ﹤0.01%
18,302
2963
$36.3K ﹤0.01%
18,334
2964
$36.1K ﹤0.01%
18,027
-3,951
2965
$35.9K ﹤0.01%
24,621
+9,425
2966
$35.2K ﹤0.01%
16,668
-678
2967
$34K ﹤0.01%
+14,398
2968
$33.5K ﹤0.01%
14,646
-835
2969
$33.5K ﹤0.01%
1,833
-1,862
2970
$33.3K ﹤0.01%
+10,000
2971
$33.1K ﹤0.01%
18,109
+7,390
2972
$32.9K ﹤0.01%
1,893
+809
2973
$32.8K ﹤0.01%
+1,980
2974
$31.5K ﹤0.01%
15,009
2975
$31.4K ﹤0.01%
+17,659
117 118
119
120 121