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
701
$4.69M 0.01%
167,492
-1,547
702
$4.68M 0.01%
80,165
-9,688
703
$4.67M 0.01%
175,618
+116,495
704
$4.63M 0.01%
202,620
+42,222
705
$4.61M 0.01%
103,253
-270,373
706
$4.6M 0.01%
148,814
+10,146
707
$4.59M 0.01%
45,125
+17,036
708
$4.58M 0.01%
132,892
-20,163
709
$4.58M 0.01%
59,151
-3,675
710
$4.57M 0.01%
139,526
+1,925
711
$4.56M 0.01%
22,173
+1,223
712
$4.56M 0.01%
90,172
-20,181
713
$4.55M 0.01%
27,838
-447
714
$4.51M 0.01%
78,194
+6,720
715
$4.51M 0.01%
12,471
+136
716
$4.5M 0.01%
66,065
+4,057
717
$4.49M 0.01%
42,531
+23,130
718
$4.49M 0.01%
509,174
-4,311
719
$4.47M 0.01%
29,279
+3,627
720
$4.47M 0.01%
8,526
+5,934
721
$4.46M 0.01%
89,451
-17,088
722
$4.46M 0.01%
180,818
+3,356
723
$4.45M 0.01%
23,842
-20,547
724
$4.45M 0.01%
89,417
-2,313
725
$4.44M 0.01%
153,327
+16,276
27 28
29
30 31