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
426
$9.25M 0.03%
250,289
+123,636
427
$9.2M 0.03%
84,082
+7,524
428
$9.2M 0.03%
51,500
+11,329
429
$9.2M 0.03%
31,765
+13,022
430
$9.14M 0.03%
393,775
-16,257
431
$9.13M 0.03%
147,921
-1,164
432
$9.12M 0.03%
146,250
-31,177
433
$9.12M 0.03%
313,774
+40,913
434
$9.04M 0.03%
30,107
+1,238
435
$9.03M 0.03%
79,339
-12,233
436
$8.97M 0.03%
87,575
+562
437
$8.96M 0.03%
308,485
+286,771
438
$8.9M 0.03%
70,177
+1,300
439
$8.9M 0.03%
157,508
-27,808
440
$8.89M 0.03%
194,906
+65,239
441
$8.88M 0.03%
80,276
-1,010
442
$8.86M 0.03%
+244,896
443
$8.76M 0.03%
324,349
+65,721
444
$8.76M 0.03%
685,618
+29,735
445
$8.72M 0.03%
361,722
+202,969
446
$8.67M 0.03%
160,857
+113,594
447
$8.57M 0.03%
115,096
+56,850
448
$8.56M 0.03%
275,064
+243,141
449
$8.48M 0.03%
133,636
+32,348
450
$8.31M 0.03%
29,599
+1,355
16 17
18
19 20