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
426
$11.8M 0.03%
469,015
+51,027
427
$11.7M 0.03%
235,442
-639
428
$11.6M 0.03%
143,290
+41,855
429
$11.5M 0.03%
595,212
+22,905
430
$11.5M 0.03%
252,200
+71,400
431
$11.5M 0.03%
594,213
+550,474
432
$11.4M 0.03%
195,576
-162,673
433
$11.4M 0.03%
203,306
-3,128
434
$11.4M 0.03%
460,403
+2,099
435
$11.3M 0.03%
238,383
-23,352
436
$11.3M 0.03%
184,808
+28,261
437
$11.3M 0.03%
199,229
-6,047
438
$11.3M 0.03%
132,881
-7,062
439
$11.2M 0.03%
568,554
+8,998
440
$11.2M 0.03%
58,757
+1,094
441
$11.2M 0.03%
118,089
+5,528
442
$11.2M 0.03%
37,279
+2,733
443
$11.1M 0.03%
323,530
-8,968
444
$11.1M 0.03%
85,895
+9,287
445
$11.1M 0.03%
536,227
-4,189
446
$11M 0.03%
386,420
+257,821
447
$11M 0.03%
135,853
+6,528
448
$11M 0.03%
119,180
+610
449
$11M 0.03%
115,050
-1,848
450
$10.9M 0.03%
132,496
+12,740
16 17
18
19 20