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
451
$10.9M 0.03%
40,099
+8,566
452
$10.9M 0.03%
545,261
+11,869
453
$10.9M 0.03%
163,571
+10,474
454
$10.8M 0.03%
44,474
-671
455
$10.8M 0.03%
107,919
-20,972
456
$10.8M 0.03%
69,865
+1,461
457
$10.8M 0.03%
339,564
-2,445
458
$10.7M 0.03%
229,603
-30,313
459
$10.7M 0.03%
131,349
+1,613
460
$10.6M 0.03%
253,459
-62,621
461
$10.6M 0.03%
8,735
+705
462
$10.5M 0.02%
34,526
-1,099
463
$10.5M 0.02%
156,056
+4,593
464
$10.4M 0.02%
278,699
-2,769
465
$10.4M 0.02%
54,366
+21,771
466
$10.4M 0.02%
27,258
+49
467
$10.3M 0.02%
33,736
+414
468
$10.2M 0.02%
58,257
-3,756
469
$10.2M 0.02%
121,081
-7,800
470
$10.1M 0.02%
105,135
+5,040
471
$10M 0.02%
44,622
+6,745
472
$9.96M 0.02%
184,076
+14,260
473
$9.96M 0.02%
19,471
+1,307
474
$9.95M 0.02%
398,725
+29,120
475
$9.93M 0.02%
172,914
+14,784
17 18
19
20 21