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
401
$13M 0.03%
121,132
+11,150
402
$13M 0.03%
78,951
+7,245
403
$12.9M 0.03%
248,983
-35,615
404
$12.9M 0.03%
439,627
+2,917
405
$12.9M 0.03%
444,682
+75,851
406
$12.9M 0.03%
128,153
-4,241
407
$12.9M 0.03%
100,080
+2,906
408
$12.9M 0.03%
582,384
-49,796
409
$12.8M 0.03%
221,954
+7,991
410
$12.7M 0.03%
255,327
+28,737
411
$12.6M 0.03%
87,221
+12,643
412
$12.5M 0.03%
599,541
-75,138
413
$12.5M 0.03%
611,806
+476,571
414
$12.4M 0.03%
241,299
-361,134
415
$12.4M 0.03%
131,971
-43,221
416
$12.4M 0.03%
146,743
+14,003
417
$12.3M 0.03%
110,538
+6,042
418
$12.2M 0.03%
154,575
-13,681
419
$12.1M 0.03%
158,778
+3,655
420
$12.1M 0.03%
120,117
+16,910
421
$12.1M 0.03%
696,041
-6,975
422
$11.9M 0.03%
214,755
+6,400
423
$11.8M 0.03%
97,941
-1,803
424
$11.8M 0.03%
158,472
+26,088
425
$11.8M 0.03%
351,914
-109,099
15 16
17
18 19