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
726
$4.44M 0.01%
+88,374
727
$4.42M 0.01%
27,757
+544
728
$4.39M 0.01%
3,642
+224
729
$4.38M 0.01%
47,067
+12,076
730
$4.38M 0.01%
54,386
+5,353
731
$4.37M 0.01%
82,925
+53,391
732
$4.35M 0.01%
31,727
+1,901
733
$4.35M 0.01%
3,171,538
+124
734
$4.34M 0.01%
135,457
+16,605
735
$4.34M 0.01%
130,983
-33,868
736
$4.32M 0.01%
62,381
+7,953
737
$4.3M 0.01%
38,259
+375
738
$4.29M 0.01%
49,461
+6,265
739
$4.27M 0.01%
248,592
-4,123
740
$4.26M 0.01%
97,724
-632
741
$4.25M 0.01%
+103,164
742
$4.24M 0.01%
42,924
+1,489
743
$4.24M 0.01%
426,188
-263,834
744
$4.22M 0.01%
311,091
-9,426
745
$4.21M 0.01%
128,327
+101,578
746
$4.21M 0.01%
19,759
+1,179
747
$4.2M 0.01%
64,175
+1,497
748
$4.19M 0.01%
69,496
-2,577
749
$4.19M 0.01%
112,955
+9,762
750
$4.18M 0.01%
44,049
-431
28 29
30
31 32