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
$19.2B
AUM Growth
+$3.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$303M
2
+$195M
3
+$177M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$142M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$97.1M

Top Sells

1
+$26.7M
2
+$25.7M
3
+$24.8M
4
ACN icon
Accenture
ACN
+$18.7M
5
MU icon
Micron Technology
MU
+$16.4M

Sector Composition

1 Technology 12.42%
2 Healthcare 6.73%
3 Financials 6.54%
4 Consumer Discretionary 4.95%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.91M 0.01%
34,782
+1,336
552
$1.9M 0.01%
17,223
+2,246
553
$1.9M 0.01%
45,221
+6,193
554
$1.9M 0.01%
23,106
+6,545
555
$1.89M 0.01%
138,475
-1,121
556
$1.89M 0.01%
42,495
-6,206
557
$1.85M 0.01%
57,467
+23,183
558
$1.84M 0.01%
12,203
-811
559
$1.82M 0.01%
464,447
+103,666
560
$1.8M 0.01%
15,023
-793
561
$1.78M 0.01%
49,257
+2,030
562
$1.78M 0.01%
21,617
+2,415
563
$1.78M 0.01%
59,934
+11,302
564
$1.77M 0.01%
24,439
+3,581
565
$1.77M 0.01%
99,062
+1,356
566
$1.77M 0.01%
48,104
+6,671
567
$1.76M 0.01%
35,724
-1,562
568
$1.73M 0.01%
15,796
+1,899
569
$1.7M 0.01%
17,405
+2,760
570
$1.7M 0.01%
18,569
-240
571
$1.69M 0.01%
+11,710
572
$1.68M 0.01%
31,639
-1,532
573
$1.65M 0.01%
27,048
+14,349
574
$1.65M 0.01%
87,154
+3,800
575
$1.64M 0.01%
21,180
-6,215
21 22
23
24 25