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
626
$431K ﹤0.01%
13,421
-1,595
627
$429K ﹤0.01%
13,022
+1,032
628
$429K ﹤0.01%
15,379
+3,065
629
$427K ﹤0.01%
23,314
-1,367
630
$426K ﹤0.01%
20,128
+2,128
631
$419K ﹤0.01%
30,052
+52
632
$418K ﹤0.01%
+16,866
633
$418K ﹤0.01%
12,548
-1,198
634
$417K ﹤0.01%
21,640
+1,140
635
$416K ﹤0.01%
30,788
-26,233
636
$416K ﹤0.01%
36,240
-3,405
637
$413K ﹤0.01%
11,231
+1,096
638
$406K ﹤0.01%
+10,554
639
$405K ﹤0.01%
30,965
+9,932
640
$405K ﹤0.01%
27,950
-1,411
641
$398K ﹤0.01%
12,932
+261
642
$397K ﹤0.01%
+27,744
643
$390K ﹤0.01%
10,644
-1,168
644
$388K ﹤0.01%
29,905
-4,019
645
$383K ﹤0.01%
11,147
+204
646
$380K ﹤0.01%
14,308
+388
647
$377K ﹤0.01%
+13,850
648
$373K ﹤0.01%
15,130
-10,591
649
$368K ﹤0.01%
+11,914
650
$365K ﹤0.01%
13,251
+2,685
24 25
26
27 28