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
601
$6.46M 0.02%
89,038
+7,282
602
$6.44M 0.02%
80,992
+16,615
603
$6.41M 0.02%
107,393
+11,685
604
$6.39M 0.02%
65,155
+10,556
605
$6.38M 0.02%
41,122
+24,560
606
$6.36M 0.02%
102,786
+23,759
607
$6.36M 0.02%
27,673
+5,405
608
$6.35M 0.02%
35,553
-205
609
$6.35M 0.02%
40,448
-2,305
610
$6.34M 0.02%
210,628
+9,026
611
$6.31M 0.02%
138,137
+13,992
612
$6.3M 0.01%
43,087
-1,824
613
$6.28M 0.01%
25,786
+2,322
614
$6.27M 0.01%
58,998
-988
615
$6.24M 0.01%
214,435
+42,030
616
$6.23M 0.01%
230,349
+45,887
617
$6.18M 0.01%
12,947
+963
618
$6.16M 0.01%
139,634
-473
619
$6.14M 0.01%
705,266
+50,604
620
$6.13M 0.01%
43,777
+4,060
621
$6.12M 0.01%
53,166
-17,138
622
$6.11M 0.01%
322,470
+131,290
623
$6.08M 0.01%
184,177
-3,167
624
$6.03M 0.01%
122,424
+1,934
625
$6.01M 0.01%
27,689
-2,252
23 24
25
26 27