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
901
$2.15M 0.01%
25,535
-856
902
$2.15M 0.01%
73,661
+1,744
903
$2.13M 0.01%
21,335
+345
904
$2.13M 0.01%
125,618
+77,736
905
$2.12M 0.01%
9,197
+880
906
$2.12M 0.01%
10,191
-1,909
907
$2.12M 0.01%
+19,382
908
$2.12M 0.01%
15,469
-2,499
909
$2.11M 0.01%
53,377
+29,078
910
$2.11M 0.01%
21,614
+1,215
911
$2.09M 0.01%
54,950
+15,041
912
$2.08M 0.01%
112,624
+16,750
913
$2.08M 0.01%
47,282
+37,259
914
$2.06M 0.01%
2,640
-207
915
$2.06M 0.01%
+32,589
916
$2.05M 0.01%
168,546
+54,469
917
$2.05M 0.01%
24,448
+3,081
918
$2.05M 0.01%
119,254
-3,930
919
$2.04M 0.01%
70,747
+54,157
920
$2.03M 0.01%
82,828
-67,000
921
$2.03M 0.01%
+55,636
922
$2.02M 0.01%
11,463
+1,408
923
$2.01M 0.01%
142,580
-1,021
924
$2.01M 0.01%
+48,367
925
$2M 0.01%
31,178
-3,187
35 36
37
38 39