Mariner

Mariner Portfolio holdings

AUM $84B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.02B
AUM Growth
+$1.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1 +$90.3M
2 +$72.6M
3 +$44.2M
4
OEF icon
iShares S&P 100 ETF
OEF
+$31.4M
5
CSCO icon
Cisco
CSCO
+$30.1M

Top Sells

1 +$18.7M
2 +$16.9M
3 +$9.83M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.18M
5
AMGN icon
Amgen
AMGN
+$8.05M

Sector Composition

1 Financials 9.62%
2 Technology 8.51%
3 Healthcare 8.41%
4 Industrials 6.04%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$269K ﹤0.01%
+8,560
852
$267K ﹤0.01%
3,178
-8,074
853
$266K ﹤0.01%
1,913
-12
854
$265K ﹤0.01%
+14,066
855
$264K ﹤0.01%
12,358
+223
856
$263K ﹤0.01%
+8,979
857
$262K ﹤0.01%
3,233
-2,477
858
$261K ﹤0.01%
+4,134
859
$261K ﹤0.01%
+7,398
860
$260K ﹤0.01%
1,630
-133
861
$260K ﹤0.01%
+10,657
862
$259K ﹤0.01%
1,807
-130
863
$258K ﹤0.01%
+7,961
864
$258K ﹤0.01%
+9,261
865
$258K ﹤0.01%
+3,280
866
$257K ﹤0.01%
+8,094
867
$257K ﹤0.01%
+7,200
868
$256K ﹤0.01%
7,825
+494
869
$256K ﹤0.01%
+1,945
870
$256K ﹤0.01%
+7,425
871
$255K ﹤0.01%
+588
872
$255K ﹤0.01%
7,123
873
$255K ﹤0.01%
3,593
874
$254K ﹤0.01%
19,613
+7,133
875
$254K ﹤0.01%
2,577
+31