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
$23.6B
AUM Growth
+$4.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,194
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$101M
3
+$78M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$73.1M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$53.6M

Top Sells

1
+$26.2M
2
+$21.7M
3
+$19.1M
4
KSU
Kansas City Southern
KSU
+$19.1M
5
MPLX icon
MPLX
MPLX
+$17.9M

Sector Composition

1 Technology 13.48%
2 Healthcare 7.43%
3 Financials 6.4%
4 Consumer Discretionary 5.23%
5 Industrials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1.47M 0.01%
33,333
+535
727
$1.46M 0.01%
573,747
+109,300
728
$1.46M 0.01%
22,961
+2,802
729
$1.45M 0.01%
21,297
-98
730
$1.45M 0.01%
79,364
+16,975
731
$1.44M 0.01%
74,747
+691
732
$1.44M 0.01%
12,028
+1,647
733
$1.44M 0.01%
63,150
-3,605
734
$1.44M 0.01%
16,129
+3,151
735
$1.44M 0.01%
21,583
+403
736
$1.43M 0.01%
+24,325
737
$1.42M 0.01%
39,984
+3,802
738
$1.42M 0.01%
+32,499
739
$1.41M 0.01%
15,482
+192
740
$1.41M 0.01%
17,820
-944
741
$1.4M 0.01%
44,954
+2,397
742
$1.4M 0.01%
10,184
+3
743
$1.39M 0.01%
19,691
+368
744
$1.39M 0.01%
38,477
+484
745
$1.39M 0.01%
236,377
+4,854
746
$1.39M 0.01%
27,687
-420
747
$1.38M 0.01%
151,535
+1,221
748
$1.38M 0.01%
88,934
+31,429
749
$1.37M 0.01%
76,446
+4,702
750
$1.35M 0.01%
17,365
+501
28 29
30
31 32