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
551
$7.75M 0.02%
102,650
+1,882
552
$7.74M 0.02%
148,738
+38,145
553
$7.69M 0.02%
53,905
+9,317
554
$7.63M 0.02%
45,416
+2,247
555
$7.62M 0.02%
282,376
+266,523
556
$7.54M 0.02%
110,168
+1,289
557
$7.54M 0.02%
195,670
-46,299
558
$7.52M 0.02%
174,920
+1,295
559
$7.45M 0.02%
51,887
+13,670
560
$7.44M 0.02%
128,764
+2,034
561
$7.42M 0.02%
293,114
+237,059
562
$7.39M 0.02%
75,661
+18,263
563
$7.37M 0.02%
62,288
+7,206
564
$7.37M 0.02%
454,938
+18,807
565
$7.36M 0.02%
34,600
+5,674
566
$7.32M 0.02%
56,048
+3,284
567
$7.3M 0.02%
207,473
+6,984
568
$7.29M 0.02%
187,500
+34,923
569
$7.27M 0.02%
118,731
-1,431
570
$7.25M 0.02%
4,613
+2,950
571
$7.22M 0.02%
80,423
-13,764
572
$7.21M 0.02%
52,261
+8,119
573
$7.11M 0.02%
381,279
+41,159
574
$7.09M 0.02%
283,875
+17,957
575
$7.06M 0.02%
48,308
+568
21 22
23
24 25