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
476
$7.6M 0.02%
80,035
+17,642
477
$7.58M 0.02%
+102,449
478
$7.57M 0.02%
+683,675
479
$7.54M 0.02%
116,418
+29,744
480
$7.53M 0.02%
81,141
+34,721
481
$7.5M 0.02%
122,984
-120,742
482
$7.47M 0.02%
135,551
+33,036
483
$7.42M 0.02%
71,945
+7,133
484
$7.38M 0.02%
49,262
+1,610
485
$7.31M 0.02%
83,456
+5,559
486
$7.3M 0.02%
263,303
-71,367
487
$7.29M 0.02%
144,561
+1,236
488
$7.27M 0.02%
336,726
+27,064
489
$7.2M 0.02%
104,875
+3,304
490
$7.15M 0.02%
296,482
+107,380
491
$7.13M 0.02%
24,494
+9,356
492
$7.1M 0.02%
203,829
+8,302
493
$7.09M 0.02%
286,622
+51,815
494
$7.07M 0.02%
125,970
+11,340
495
$7.06M 0.02%
91,057
+4,097
496
$7.05M 0.02%
336,086
-110,709
497
$7.02M 0.02%
140,460
-490
498
$6.9M 0.02%
65,406
-19,697
499
$6.88M 0.02%
105,971
+87,821
500
$6.87M 0.02%
36,456
+1,564
18 19
20
21 22