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

Top Buys

1
+$261M
2
+$169M
3
+$143M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$107M
5
JPM icon
JPMorgan Chase
JPM
+$90.8M

Top Sells

1
+$83.9M
2
+$78.6M
3
+$42.3M
4
TGT icon
Target
TGT
+$27.6M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$23.7M

Sector Composition

1 Technology 20.78%
2 Financials 8.14%
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
3426
$16.2K ﹤0.01%
+18,365
3427
$15.8K ﹤0.01%
10,000
3428
$15.7K ﹤0.01%
3,786
-121
3429
$15.3K ﹤0.01%
10,000
3430
$15.2K ﹤0.01%
1,263
3431
$14.9K ﹤0.01%
11,616
+1,317
3432
$14.6K ﹤0.01%
+24,449
3433
$14.3K ﹤0.01%
1,240
3434
$13.5K ﹤0.01%
+10,197
3435
$13.4K ﹤0.01%
21,685
+3,087
3436
$12.9K ﹤0.01%
+11,537
3437
$12.8K ﹤0.01%
+10,092
3438
$12.3K ﹤0.01%
11,200
3439
$11.8K ﹤0.01%
12,973
-1,263
3440
$10.6K ﹤0.01%
10,000
3441
$9.73K ﹤0.01%
+1,363
3442
$9.24K ﹤0.01%
1,249
+419
3443
$9.05K ﹤0.01%
1,111
3444
$8.46K ﹤0.01%
11,165
-2,704
3445
$7.17K ﹤0.01%
853
-866
3446
$7.1K ﹤0.01%
+10,468
3447
$7.09K ﹤0.01%
744
-1,988
3448
$6.91K ﹤0.01%
+20,000
3449
$6.51K ﹤0.01%
12,619
-4,875
3450
$5.72K ﹤0.01%
+12,053
136 137
138
139 140