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
451
$8.28M 0.03%
49,948
+435
452
$8.2M 0.03%
192,860
+157,205
453
$8.17M 0.03%
164,985
+5,364
454
$8.15M 0.03%
122,451
+30,381
455
$8.11M 0.03%
727,734
+24,584
456
$8.11M 0.03%
180,160
-3,810
457
$8.1M 0.03%
196,279
+16,199
458
$8.09M 0.03%
261,010
+9,210
459
$8.07M 0.03%
328,347
-9,693
460
$8.05M 0.03%
108,016
+93,969
461
$8.03M 0.03%
122,951
+21,421
462
$8.02M 0.03%
14,675
+4,201
463
$7.99M 0.03%
70,012
-381
464
$7.92M 0.03%
87,980
+83,614
465
$7.9M 0.03%
+216,237
466
$7.89M 0.03%
127,107
-9,598
467
$7.85M 0.03%
33,875
+188
468
$7.85M 0.03%
667,218
+70,928
469
$7.84M 0.03%
52,404
+6,090
470
$7.8M 0.03%
224,746
+112,950
471
$7.71M 0.02%
242,314
-12,236
472
$7.68M 0.02%
24,672
+185
473
$7.66M 0.02%
112,985
-5,619
474
$7.65M 0.02%
194,433
+6,016
475
$7.61M 0.02%
124,172
+7,335
17 18
19
20 21