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
651
$5.52M 0.01%
63,524
+3,700
652
$5.48M 0.01%
179,244
-12,321
653
$5.48M 0.01%
84,588
+1,496
654
$5.48M 0.01%
12,150
+865
655
$5.46M 0.01%
42,481
+5,087
656
$5.44M 0.01%
90,608
-13,882
657
$5.44M 0.01%
113,799
+9,985
658
$5.42M 0.01%
100,473
-15,621
659
$5.42M 0.01%
594,877
+16,886
660
$5.42M 0.01%
9,261
+656
661
$5.35M 0.01%
54,261
-308
662
$5.32M 0.01%
71,226
+1,533
663
$5.27M 0.01%
109,906
-6,237
664
$5.26M 0.01%
244,371
+119,250
665
$5.25M 0.01%
27,496
-645
666
$5.24M 0.01%
80,171
+3,991
667
$5.23M 0.01%
114,318
-11,976
668
$5.2M 0.01%
52,545
-1,601
669
$5.2M 0.01%
259,545
-36,886
670
$5.2M 0.01%
+180,622
671
$5.16M 0.01%
82,574
+7,477
672
$5.13M 0.01%
174,453
+627
673
$5.11M 0.01%
112,340
-31,885
674
$5.09M 0.01%
31,003
-3,708
675
$5.09M 0.01%
23,583
+1,155
25 26
27
28 29