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
526
$8.46M 0.02%
93,832
+4,416
527
$8.43M 0.02%
183,017
+117,246
528
$8.42M 0.02%
143,308
+8,507
529
$8.41M 0.02%
40,932
+3,543
530
$8.39M 0.02%
337,452
+96,322
531
$8.32M 0.02%
123,435
+27,578
532
$8.17M 0.02%
29,579
+1,275
533
$8.09M 0.02%
+224,881
534
$8.07M 0.02%
330,452
-11,464
535
$8.05M 0.02%
39,722
+4,966
536
$8.04M 0.02%
59,721
-91,561
537
$8.03M 0.02%
33,213
+763
538
$8.02M 0.02%
14,453
+2,646
539
$8.01M 0.02%
118,621
+140
540
$7.99M 0.02%
779,816
-48
541
$7.98M 0.02%
110,450
-3,106
542
$7.97M 0.02%
80,349
+5,876
543
$7.97M 0.02%
43,443
+5,317
544
$7.96M 0.02%
108,533
-1,786
545
$7.94M 0.02%
126,711
+12,580
546
$7.88M 0.02%
123,537
-4,014
547
$7.85M 0.02%
154,807
+14,742
548
$7.84M 0.02%
580,059
+153,658
549
$7.82M 0.02%
273,278
+35,005
550
$7.76M 0.02%
107,570
+86,348
20 21
22
23 24