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
876
$2.27M 0.01%
33,974
-1,360
877
$2.26M 0.01%
106,563
-6,869
878
$2.26M 0.01%
21,158
+10,601
879
$2.26M 0.01%
43,857
-452
880
$2.26M 0.01%
46,647
-1,193
881
$2.25M 0.01%
42,395
+2,859
882
$2.25M 0.01%
+67,802
883
$2.24M 0.01%
39,368
-1,863
884
$2.24M 0.01%
12,269
+487
885
$2.24M 0.01%
9,263
+1,162
886
$2.24M 0.01%
47,167
+20,272
887
$2.23M 0.01%
+112,618
888
$2.23M 0.01%
123,835
+587
889
$2.23M 0.01%
40,814
+2,016
890
$2.22M 0.01%
124,552
-8,834
891
$2.22M 0.01%
27,023
+24,071
892
$2.22M 0.01%
37,864
+20,593
893
$2.21M 0.01%
26,867
+192
894
$2.2M 0.01%
78,777
+2,207
895
$2.17M 0.01%
103,144
+57,409
896
$2.17M 0.01%
112,485
+16,741
897
$2.17M 0.01%
21,670
+930
898
$2.17M 0.01%
11,817
+3,173
899
$2.16M 0.01%
43,975
+2,500
900
$2.16M 0.01%
20,978
-217
34 35
36
37 38