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
$9.98B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$52.8M
2
+$38.4M
3
+$36.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$34.1M
5
TGT icon
Target
TGT
+$33.5M

Top Sells

1
+$34.8M
2
+$27.3M
3
+$24.6M
4
SYY icon
Sysco
SYY
+$20.1M
5
MET icon
MetLife
MET
+$18.5M

Sector Composition

1 Technology 12.47%
2 Healthcare 8.23%
3 Financials 6.25%
4 Consumer Discretionary 5.72%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.25M 0.01%
21,947
-80,263
452
$1.25M 0.01%
+55,548
453
$1.25M 0.01%
29,658
-587
454
$1.24M 0.01%
40,719
+1,333
455
$1.23M 0.01%
27,368
+2,415
456
$1.23M 0.01%
39,074
+26,709
457
$1.22M 0.01%
36,494
-12,924
458
$1.22M 0.01%
16,536
-17,624
459
$1.21M 0.01%
14,487
+279
460
$1.2M 0.01%
25,053
-993
461
$1.19M 0.01%
16,475
+108
462
$1.19M 0.01%
72,678
+6,058
463
$1.18M 0.01%
22,648
+1,754
464
$1.18M 0.01%
+13,545
465
$1.17M 0.01%
13,602
+1,012
466
$1.17M 0.01%
96,029
-44,012
467
$1.17M 0.01%
22,205
+900
468
$1.16M 0.01%
+52,375
469
$1.16M 0.01%
44,945
+1,036
470
$1.16M 0.01%
18,195
+165
471
$1.15M 0.01%
94,606
-19,957
472
$1.14M 0.01%
23,261
-33,137
473
$1.14M 0.01%
93,152
+9,110
474
$1.11M 0.01%
18,929
+1,385
475
$1.11M 0.01%
16,138
-3,248
17 18
19
20 21