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
$34.4B
AUM Growth
+$3.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,948
New
Increased
Reduced
Closed

Top Buys

1
+$519M
2
+$182M
3
+$81.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$75.5M
5
MSFT icon
Microsoft
MSFT
+$47.3M

Top Sells

1
+$129M
2
+$101M
3
+$51.9M
4
LHX icon
L3Harris
LHX
+$30.7M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$27.7M

Sector Composition

1 Technology 14.91%
2 Healthcare 6.95%
3 Financials 6.88%
4 Consumer Discretionary 5.82%
5 Industrials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2.83M 0.01%
166,555
+13,453
827
$2.83M 0.01%
65,293
+1,516
828
$2.8M 0.01%
45,193
+5,129
829
$2.77M 0.01%
174,085
-6,069
830
$2.75M 0.01%
43,390
+2,576
831
$2.74M 0.01%
58,768
-12,062
832
$2.73M 0.01%
28,711
-828
833
$2.73M 0.01%
79,279
+5,618
834
$2.72M 0.01%
109,188
+32,878
835
$2.71M 0.01%
64,200
+5,102
836
$2.7M 0.01%
19,968
+4,499
837
$2.69M 0.01%
18,334
+1,053
838
$2.67M 0.01%
8,007
+1,631
839
$2.66M 0.01%
27,491
+468
840
$2.65M 0.01%
81,184
+3,934
841
$2.64M 0.01%
9,764
+929
842
$2.63M 0.01%
81,325
+27,394
843
$2.62M 0.01%
33,532
+1,245
844
$2.62M 0.01%
45,068
-1,125
845
$2.62M 0.01%
13,642
+2,179
846
$2.61M 0.01%
6,095
+1,080
847
$2.6M 0.01%
43,739
-236
848
$2.6M 0.01%
122,041
-1,900
849
$2.59M 0.01%
86,663
+3,691
850
$2.58M 0.01%
63,346
+7,710
32 33
34
35 36