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
376
$14.1M 0.03%
680,973
+100,392
377
$14.1M 0.03%
157,821
+12,525
378
$14M 0.03%
80,783
-1,799
379
$14M 0.03%
925,446
+820
380
$13.9M 0.03%
559,440
+94,991
381
$13.9M 0.03%
257,586
+79,702
382
$13.9M 0.03%
376,497
+43,542
383
$13.9M 0.03%
367,106
+16,221
384
$13.9M 0.03%
199,748
-66,873
385
$13.8M 0.03%
594,213
+430,733
386
$13.8M 0.03%
170,241
-1,588
387
$13.8M 0.03%
213,951
+24,018
388
$13.7M 0.03%
394,810
+15,272
389
$13.7M 0.03%
16,494
+457
390
$13.6M 0.03%
100,019
-2,097
391
$13.6M 0.03%
187,096
+35,516
392
$13.5M 0.03%
298,992
-27,173
393
$13.5M 0.03%
97,701
-2,658
394
$13.4M 0.03%
224,975
+32,172
395
$13.4M 0.03%
121,376
-1,539,682
396
$13.4M 0.03%
223,258
-29,945
397
$13.3M 0.03%
93,342
-1,070
398
$13.2M 0.03%
13,023
+9,204
399
$13.1M 0.03%
371,232
+23,019
400
$13.1M 0.03%
41,904
-469
14 15
16
17 18