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
826
$2.55M 0.01%
+207,158
827
$2.54M 0.01%
+54,577
828
$2.52M 0.01%
+147,488
829
$2.52M 0.01%
25,317
+15,342
830
$2.52M 0.01%
61,207
-2,482
831
$2.5M 0.01%
77,250
+713
832
$2.5M 0.01%
30,161
+13,028
833
$2.5M 0.01%
+49,468
834
$2.49M 0.01%
11,427
+1,976
835
$2.49M 0.01%
+40,064
836
$2.49M 0.01%
89,227
-357
837
$2.46M 0.01%
220,982
+161,754
838
$2.45M 0.01%
206,038
839
$2.45M 0.01%
10,335
+3,801
840
$2.44M 0.01%
29,969
+790
841
$2.42M 0.01%
9,457
+182
842
$2.42M 0.01%
71,542
-2,795
843
$2.41M 0.01%
46,193
+5,313
844
$2.4M 0.01%
52,789
+171
845
$2.4M 0.01%
+229,927
846
$2.4M 0.01%
6,007
+682
847
$2.39M 0.01%
15,139
+931
848
$2.38M 0.01%
220,127
+158,832
849
$2.38M 0.01%
+63,330
850
$2.38M 0.01%
61,263
-22
32 33
34
35 36