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
851
$3.23M 0.01%
67,583
-18,912
852
$3.23M 0.01%
142,123
+95,580
853
$3.22M 0.01%
52,200
+13,717
854
$3.2M 0.01%
86,632
-29,701
855
$3.16M 0.01%
109,585
+6,773
856
$3.16M 0.01%
24,273
-4,139
857
$3.16M 0.01%
44,235
+9,788
858
$3.16M 0.01%
45,421
+24,442
859
$3.16M 0.01%
20,803
+5,247
860
$3.16M 0.01%
22,919
-1,967
861
$3.15M 0.01%
31,926
-2,831
862
$3.15M 0.01%
35,999
+778
863
$3.13M 0.01%
33,063
-526
864
$3.13M 0.01%
55,501
+7,894
865
$3.13M 0.01%
41,431
+2,403
866
$3.13M 0.01%
207,369
+1,331
867
$3.12M 0.01%
67,214
+2,737
868
$3.11M 0.01%
88,932
-11,723
869
$3.11M 0.01%
27,154
+12,084
870
$3.1M 0.01%
179,836
+4,027
871
$3.08M 0.01%
51,532
+46,694
872
$3.08M 0.01%
46,036
+18,469
873
$3.07M 0.01%
18,994
+2,045
874
$3.07M 0.01%
19,944
+3,482
875
$3.03M 0.01%
39,192
+2,042
33 34
35
36 37