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
2976
$31K ﹤0.01%
22,121
-5,143
2977
$30.8K ﹤0.01%
12,282
-8,492
2978
$29.9K ﹤0.01%
27,653
-28,662
2979
$29.8K ﹤0.01%
+10,000
2980
$29.5K ﹤0.01%
1,191
2981
$28.3K ﹤0.01%
32,927
2982
$28.1K ﹤0.01%
13,361
-957
2983
$27.6K ﹤0.01%
+506
2984
$25.8K ﹤0.01%
+13,598
2985
$25.5K ﹤0.01%
14,586
-10,366
2986
$23.2K ﹤0.01%
1,692
+1,000
2987
$23.1K ﹤0.01%
11,690
-22,822
2988
$22.7K ﹤0.01%
+12,003
2989
$22.2K ﹤0.01%
+1,263
2990
$22.1K ﹤0.01%
+1,800
2991
$21.7K ﹤0.01%
20,820
-10,678
2992
$20.9K ﹤0.01%
+20,987
2993
$20.6K ﹤0.01%
11,636
-4,201
2994
$19.6K ﹤0.01%
+29,640
2995
$19.3K ﹤0.01%
+18,250
2996
$19.2K ﹤0.01%
+4,778
2997
$18.6K ﹤0.01%
+16,240
2998
$18.4K ﹤0.01%
700
-138
2999
$18.3K ﹤0.01%
18,738
3000
$18.2K ﹤0.01%
154
+79
118 119
120
121 122