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
851
$2.37M 0.01%
+82,972
852
$2.37M 0.01%
26,593
+490
853
$2.36M 0.01%
63,777
+6,963
854
$2.35M 0.01%
23,666
-5,397
855
$2.35M 0.01%
134,732
+18,718
856
$2.34M 0.01%
19,229
-730
857
$2.34M 0.01%
30,438
+7,577
858
$2.34M 0.01%
36,529
-1,591
859
$2.34M 0.01%
7,077
-93
860
$2.33M 0.01%
22,654
+14,902
861
$2.32M 0.01%
17,281
-2,801
862
$2.31M 0.01%
123,941
-7,571
863
$2.31M 0.01%
74,254
-16,751
864
$2.31M 0.01%
70,667
-1,039
865
$2.31M 0.01%
29,539
+84
866
$2.31M 0.01%
18,861
-271
867
$2.3M 0.01%
16,983
+2,832
868
$2.29M 0.01%
49,087
+12,402
869
$2.29M 0.01%
+40,050
870
$2.28M 0.01%
+115,715
871
$2.28M 0.01%
14,543
-1,439
872
$2.28M 0.01%
84,857
+202
873
$2.27M 0.01%
43,420
+13,787
874
$2.27M 0.01%
11,694
+703
875
$2.27M 0.01%
24,481
+18,412
33 34
35
36 37