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
801
$3.65M 0.01%
19,330
-1,660
802
$3.65M 0.01%
36,069
+16,029
803
$3.64M 0.01%
34,300
-6,454
804
$3.63M 0.01%
95,174
+9,767
805
$3.62M 0.01%
77,229
-11,935
806
$3.6M 0.01%
2,537
+299
807
$3.6M 0.01%
115,243
-23,386
808
$3.59M 0.01%
158,136
+111,754
809
$3.59M 0.01%
108,478
+3,043
810
$3.56M 0.01%
10,810
+6,539
811
$3.56M 0.01%
46,026
+11,579
812
$3.54M 0.01%
38,603
-52
813
$3.53M 0.01%
52,259
+333
814
$3.52M 0.01%
46,385
+2,120
815
$3.5M 0.01%
69,905
-1,281
816
$3.49M 0.01%
40,048
+2,324
817
$3.48M 0.01%
10,568
-236
818
$3.46M 0.01%
+34,602
819
$3.46M 0.01%
137,860
+667
820
$3.45M 0.01%
15,644
+2,401
821
$3.45M 0.01%
356,073
+33,906
822
$3.44M 0.01%
96,088
-6,948
823
$3.43M 0.01%
+16,100
824
$3.43M 0.01%
72,799
+9,283
825
$3.42M 0.01%
50,530
-1,248
31 32
33
34 35