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
826
$3.41M 0.01%
59,625
+31,910
827
$3.41M 0.01%
17,659
+2,684
828
$3.41M 0.01%
149,775
+37,879
829
$3.4M 0.01%
12,371
+493
830
$3.38M 0.01%
115,133
+2,728
831
$3.38M 0.01%
82,675
+10,693
832
$3.37M 0.01%
192,646
+18,378
833
$3.37M 0.01%
40,541
-306
834
$3.35M 0.01%
62,290
-1,324
835
$3.35M 0.01%
14,723
+6,851
836
$3.35M 0.01%
84,362
+6,757
837
$3.34M 0.01%
14,444
-122
838
$3.33M 0.01%
13,447
+424
839
$3.31M 0.01%
42,342
+1,755
840
$3.31M 0.01%
84,496
-24,068
841
$3.31M 0.01%
147,120
+95,596
842
$3.29M 0.01%
12,437
+311
843
$3.27M 0.01%
13,188
+8,125
844
$3.27M 0.01%
97,916
-6,597
845
$3.27M 0.01%
41,805
-247
846
$3.26M 0.01%
8,997
-29
847
$3.26M 0.01%
40,271
+8,954
848
$3.25M 0.01%
99,150
-3,034
849
$3.24M 0.01%
8,133
+395
850
$3.23M 0.01%
91,121
-777
32 33
34
35 36