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
676
$5.03M 0.01%
12,203
+130
677
$5.02M 0.01%
473,934
+42,889
678
$5.02M 0.01%
176,009
+24,016
679
$5.01M 0.01%
7,942
+3,431
680
$4.99M 0.01%
123,992
+20,323
681
$4.97M 0.01%
97,418
-12,114
682
$4.94M 0.01%
49,021
+953
683
$4.9M 0.01%
99,118
-5,130
684
$4.9M 0.01%
27,350
-27,020
685
$4.89M 0.01%
168,492
-385,482
686
$4.85M 0.01%
60,096
-5,222
687
$4.82M 0.01%
221,433
-4,675
688
$4.82M 0.01%
46,684
+2,268
689
$4.82M 0.01%
38,813
+4,295
690
$4.8M 0.01%
139,152
-30,100
691
$4.79M 0.01%
70,773
+5,528
692
$4.79M 0.01%
44,306
+4,443
693
$4.78M 0.01%
71,428
+3,633
694
$4.75M 0.01%
128,488
+29,492
695
$4.75M 0.01%
40,533
-1,233,513
696
$4.74M 0.01%
150,606
+359
697
$4.74M 0.01%
34,899
+644
698
$4.73M 0.01%
94,794
+46,710
699
$4.72M 0.01%
204,806
-944
700
$4.71M 0.01%
42,702
+3,345
26 27
28
29 30