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
501
$907K 0.01%
33,114
+1,149
502
$903K 0.01%
46,290
-5,646
503
$901K 0.01%
18,924
-3,544
504
$893K 0.01%
16,695
+400
505
$869K 0.01%
11,277
+654
506
$866K 0.01%
+15,857
507
$859K 0.01%
54,186
-12,196
508
$855K 0.01%
14,803
-2,760
509
$853K 0.01%
139,325
+32,885
510
$844K 0.01%
+40,552
511
$844K 0.01%
+42,064
512
$840K 0.01%
45,699
-10,566
513
$837K 0.01%
68,859
-17,555
514
$836K 0.01%
156,941
515
$836K 0.01%
24,868
-132
516
$832K 0.01%
14,998
-20,968
517
$822K 0.01%
16,679
+4
518
$810K 0.01%
16,202
-104
519
$810K 0.01%
+70,693
520
$808K 0.01%
15,669
-2,561
521
$804K 0.01%
25,217
-5,673
522
$802K 0.01%
32,279
-173,416
523
$790K 0.01%
11,223
-4,069
524
$790K 0.01%
+15,704
525
$777K 0.01%
38,560
+170
19 20
21
22 23