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
$69.3B
AUM Growth
+$9.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,740
New
Increased
Reduced
Closed

Top Buys

1 +$265M
2 +$194M
3 +$181M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$116M
5
JPM icon
JPMorgan Chase
JPM
+$103M

Top Sells

1 +$87M
2 +$76.3M
3 +$39.7M
4
TGT icon
Target
TGT
+$28.4M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$24M

Sector Composition

1 Technology 20.79%
2 Financials 8.13%
3 Consumer Discretionary 5.23%
4 Healthcare 4.75%
5 Communication Services 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CHPT icon
3376
ChargePoint
CHPT
$202M
$30.3K ﹤0.01%
2,156
+473
SANA icon
3377
Sana Biotechnology
SANA
$1.35B
$30.2K ﹤0.01%
+11,045
ACRS icon
3378
Aclaris Therapeutics
ACRS
$327M
$29.8K ﹤0.01%
21,010
-16,959
LOT icon
3379
Lotus Technology
LOT
$930M
$28.8K ﹤0.01%
13,098
-91,443
EGHT icon
3380
8x8 Inc
EGHT
$286M
$27.6K ﹤0.01%
+14,088
GETY icon
3381
Getty Images
GETY
$611M
$27.5K ﹤0.01%
+16,538
MRM
3382
MEDIROM Healthcare Technologies
MRM
$16.8M
$27K ﹤0.01%
+19,000
VTYX icon
3383
Ventyx Biosciences
VTYX
$567M
$26.7K ﹤0.01%
12,468
-4,387
ABSI icon
3384
Absci
ABSI
$567M
$26.6K ﹤0.01%
10,360
-15,375
OESX icon
3385
Orion Energy Systems
OESX
$63.1M
$26.6K ﹤0.01%
4,353
IPW icon
3386
iPower
IPW
$12.4M
$26.4K ﹤0.01%
1,360
CHGG icon
3387
Chegg
CHGG
$98.6M
$26.2K ﹤0.01%
21,648
+6,071
ABAT icon
3388
American Battery Technology Co
ABAT
$534M
$26K ﹤0.01%
+16,058
EXFY icon
3389
Expensify
EXFY
$151M
$25.9K ﹤0.01%
10,008
RDZN icon
3390
Roadzen
RDZN
$135M
$25.8K ﹤0.01%
26,318
-100,747
TNYA icon
3391
Tenaya Therapeutics
TNYA
$233M
$25.3K ﹤0.01%
41,418
+16,374
NUVB icon
3392
Nuvation Bio
NUVB
$2.92B
$25.2K ﹤0.01%
+12,944
INMB icon
3393
INmune Bio
INMB
$49.7M
$25.1K ﹤0.01%
+10,879
OXSQ icon
3394
Oxford Square Capital
OXSQ
$150M
$24.9K ﹤0.01%
11,172
+661
TCRX icon
3395
TScan Therapeutics
TCRX
$58.5M
$24.7K ﹤0.01%
17,054
+2,474
REFR icon
3396
Research Frontiers
REFR
$54.5M
$24.6K ﹤0.01%
+15,000
LAR
3397
Lithium Argentina AG
LAR
$835M
$24.5K ﹤0.01%
+11,774
BFLY icon
3398
Butterfly Network
BFLY
$763M
$24K ﹤0.01%
12,000
-11,732
BTBT icon
3399
Bit Digital
BTBT
$767M
$23.9K ﹤0.01%
+10,902
MRNY icon
3400
YieldMax MRNA Option Income Strategy ETF
MRNY
$784M
$23.5K ﹤0.01%
+10,000