Mariner Portfolio holdings
AUM
$69.3B
This Quarter Return
-18.96%
1 Year Return
+18.98%
3 Year Return
+74.86%
5 Year Return
+121.64%
10 Year Return
+220.27%
AUM
$8B
AUM Growth
+$8B
(-17%)
Cap. Flow
+$436M
Cap. Flow
% of AUM
5.45%
Top 10 Holdings %
Top 10 Hldgs %
23.76%
Holding
778
New
78
Increased
376
Reduced
239
Closed
77
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$57.1M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$43M |
| 3 |
Apple
AAPL
|
$25.6M |
| 4 |
AbbVie
ABBV
|
$24.5M |
| 5 |
Alibaba
BABA
|
$22.2M |
Top Sells
Sector Composition
| 1 | Technology | 10.8% |
| 2 | Healthcare | 8.33% |
| 3 | Financials | 7.32% |
| 4 | Consumer Discretionary | 5.26% |
| 5 | Industrials | 4.92% |