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
776
$3.9M 0.01%
82,821
+21,022
777
$3.89M 0.01%
161,107
-5,313
778
$3.88M 0.01%
76,320
-12,114
779
$3.87M 0.01%
58,903
+24,633
780
$3.86M 0.01%
134,734
+11,687
781
$3.86M 0.01%
48,040
+10,873
782
$3.83M 0.01%
166,101
-6,440
783
$3.82M 0.01%
89,945
+27,659
784
$3.82M 0.01%
77,412
-82,991
785
$3.82M 0.01%
124,444
+1,110
786
$3.81M 0.01%
133,206
-41,458
787
$3.79M 0.01%
15,855
-508
788
$3.79M 0.01%
26,270
-572
789
$3.77M 0.01%
26,842
+4,089
790
$3.77M 0.01%
34,976
-83,913
791
$3.76M 0.01%
10,677
-1,400
792
$3.76M 0.01%
29,594
+548
793
$3.76M 0.01%
143,922
+29,676
794
$3.75M 0.01%
27,444
+7,997
795
$3.72M 0.01%
67,344
+2,563
796
$3.71M 0.01%
19,287
+1,938
797
$3.7M 0.01%
22,146
-42,040
798
$3.7M 0.01%
15,635
+6,071
799
$3.69M 0.01%
160,363
-166,980
800
$3.68M 0.01%
39,139
+7,975
30 31
32
33 34