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
$31.1B
AUM Growth
+$6.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,903
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$143M
3
+$131M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$117M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$98.1M

Top Sells

1
+$35.6M
2
+$27.7M
3
+$25.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22.9M
5
VZ icon
Verizon
VZ
+$20.6M

Sector Composition

1 Technology 11.55%
2 Financials 8.23%
3 Healthcare 7.77%
4 Consumer Discretionary 4.95%
5 Industrials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$11.4M 0.04%
121,882
+738
377
$11.4M 0.04%
435,783
+169,798
378
$11.3M 0.04%
+280,279
379
$11.3M 0.04%
60,474
+8,622
380
$11.3M 0.04%
65,811
+11,326
381
$11.3M 0.04%
171,718
+7,405
382
$11.3M 0.04%
127,409
+4,837
383
$11.3M 0.04%
155,768
-6,184
384
$11.3M 0.04%
1,221,199
+2,404
385
$11.2M 0.04%
360,958
+49,385
386
$11.2M 0.04%
42,042
+4,575
387
$11.1M 0.04%
365,207
+69,341
388
$11.1M 0.04%
134,948
+482
389
$11.1M 0.04%
153,637
+54,900
390
$11M 0.04%
81,086
+15,543
391
$11M 0.04%
949,516
+135,484
392
$11M 0.04%
97,154
+15,988
393
$10.9M 0.04%
83,004
+8,860
394
$10.9M 0.04%
218,759
+169,433
395
$10.8M 0.03%
+215,154
396
$10.6M 0.03%
128,597
-8,124
397
$10.6M 0.03%
93,504
+10,676
398
$10.4M 0.03%
90,653
+48,051
399
$10.4M 0.03%
31,477
+1,715
400
$10.3M 0.03%
326,295
-19,760
14 15
16
17 18