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
$31.1B
AUM Growth
+$6.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,903
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$143M
3
+$131M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$117M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$98.1M

Top Sells

1
+$35.6M
2
+$27.7M
3
+$25.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22.9M
5
VZ icon
Verizon
VZ
+$20.6M

Sector Composition

1 Technology 11.55%
2 Financials 8.23%
3 Healthcare 7.77%
4 Consumer Discretionary 4.95%
5 Industrials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$2.71M 0.01%
70,126
+50,467
802
$2.71M 0.01%
32,287
+480
803
$2.71M 0.01%
76,159
+57,623
804
$2.7M 0.01%
47,703
+7,624
805
$2.69M 0.01%
76,006
-7,557
806
$2.66M 0.01%
16,874
+745
807
$2.66M 0.01%
+57,331
808
$2.65M 0.01%
35,176
+32,201
809
$2.65M 0.01%
18,566
+9
810
$2.64M 0.01%
12,886
-391
811
$2.64M 0.01%
18,657
+1,803
812
$2.63M 0.01%
46,037
-10,139
813
$2.63M 0.01%
34,705
+1,423
814
$2.63M 0.01%
5,601
+1,634
815
$2.62M 0.01%
+153,102
816
$2.62M 0.01%
109,845
-8,281
817
$2.61M 0.01%
73,509
+11,425
818
$2.61M 0.01%
25,199
-303
819
$2.6M 0.01%
+125,479
820
$2.6M 0.01%
31,572
+23,711
821
$2.59M 0.01%
59,098
+50,182
822
$2.59M 0.01%
+99,356
823
$2.58M 0.01%
+105,821
824
$2.57M 0.01%
13,074
+1,768
825
$2.56M 0.01%
18,484
-620
31 32
33
34 35