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
$31.1B
AUM Growth
+$6.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,903
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$143M
3
+$131M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$117M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$98.1M

Top Sells

1
+$35.6M
2
+$27.7M
3
+$25.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22.9M
5
VZ icon
Verizon
VZ
+$20.6M

Sector Composition

1 Technology 11.55%
2 Financials 8.23%
3 Healthcare 7.77%
4 Consumer Discretionary 4.95%
5 Industrials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$3.77M 0.01%
26,902
+595
702
$3.77M 0.01%
+132,729
703
$3.76M 0.01%
77,684
+18,400
704
$3.75M 0.01%
91,985
-1,215
705
$3.73M 0.01%
41,481
+24,163
706
$3.72M 0.01%
23,457
+1,297
707
$3.71M 0.01%
60,763
+28,044
708
$3.69M 0.01%
45,313
+23,621
709
$3.68M 0.01%
40,383
+7,303
710
$3.68M 0.01%
7,906
+486
711
$3.67M 0.01%
61,969
-2,766
712
$3.67M 0.01%
184,747
-5,039
713
$3.66M 0.01%
31,145
+1,134
714
$3.66M 0.01%
30,561
+18,125
715
$3.66M 0.01%
60,294
+48,442
716
$3.6M 0.01%
71,872
+32,039
717
$3.58M 0.01%
45,120
+17,528
718
$3.58M 0.01%
76,224
+27,596
719
$3.54M 0.01%
27,704
+961
720
$3.54M 0.01%
28,154
-1,482
721
$3.52M 0.01%
45,791
+6,747
722
$3.5M 0.01%
37,043
-1,408
723
$3.44M 0.01%
59,627
+8,604
724
$3.43M 0.01%
10,212
-2,192
725
$3.42M 0.01%
20,425
-401
27 28
29
30 31