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
$23.6B
AUM Growth
+$4.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,194
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$101M
3
+$78M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$73.1M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$53.6M

Top Sells

1
+$26.2M
2
+$21.7M
3
+$19.1M
4
KSU
Kansas City Southern
KSU
+$19.1M
5
MPLX icon
MPLX
MPLX
+$17.9M

Sector Composition

1 Technology 13.48%
2 Healthcare 7.43%
3 Financials 6.4%
4 Consumer Discretionary 5.23%
5 Industrials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5.31M 0.02%
48,621
-658
427
$5.31M 0.02%
62,444
+733
428
$5.28M 0.02%
71,596
+29,848
429
$5.26M 0.02%
151,621
+1,772
430
$5.21M 0.02%
200,830
+15,146
431
$5.19M 0.02%
19,254
+4
432
$5.13M 0.02%
13,245
-2,170
433
$5.12M 0.02%
88,143
+3,892
434
$5.07M 0.02%
228,208
435
$5.07M 0.02%
24,560
+1,444
436
$5.07M 0.02%
259,551
-9,366
437
$5.01M 0.02%
36,783
+7,515
438
$4.93M 0.02%
+92,685
439
$4.91M 0.02%
42,407
+4,460
440
$4.85M 0.02%
164,521
+4,902
441
$4.82M 0.02%
15,993
+1,753
442
$4.76M 0.02%
121,931
+22,451
443
$4.76M 0.02%
180,018
+11,302
444
$4.74M 0.02%
61,486
+23,119
445
$4.74M 0.02%
+102,251
446
$4.74M 0.02%
+60,953
447
$4.73M 0.02%
77,622
+20,873
448
$4.72M 0.02%
60,830
+50,283
449
$4.69M 0.02%
+124,008
450
$4.63M 0.02%
22,944
-2,084
16 17
18
19 20