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
626
$5.97M 0.01%
13,034
-1,085
627
$5.91M 0.01%
66,090
+2,591
628
$5.9M 0.01%
34,541
+1,844
629
$5.85M 0.01%
150,647
+20,321
630
$5.83M 0.01%
150,626
-1,741
631
$5.82M 0.01%
524,795
-32,645
632
$5.81M 0.01%
529,012
-1,623
633
$5.81M 0.01%
170,747
+23,507
634
$5.8M 0.01%
57,332
+12,476
635
$5.74M 0.01%
42,160
-133
636
$5.73M 0.01%
468,338
-103,047
637
$5.72M 0.01%
121,609
+69,131
638
$5.71M 0.01%
185,700
+21,198
639
$5.7M 0.01%
+56,656
640
$5.69M 0.01%
100,489
-7,882
641
$5.66M 0.01%
139,574
+6,664
642
$5.65M 0.01%
34,655
+3,482
643
$5.64M 0.01%
156,657
-64,082
644
$5.63M 0.01%
54,071
+4,086
645
$5.6M 0.01%
13,693
+6,646
646
$5.59M 0.01%
33,896
+1,663
647
$5.57M 0.01%
21,529
+1,868
648
$5.54M 0.01%
81,744
+9,243
649
$5.53M 0.01%
13,221
-2,216
650
$5.52M 0.01%
212,906
-550
24 25
26
27 28