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
901
$2.88M 0.01%
55,929
-46,718
902
$2.88M 0.01%
24,401
+2,898
903
$2.87M 0.01%
39,345
+4,712
904
$2.87M 0.01%
22,549
+1,444
905
$2.85M 0.01%
125,754
-122
906
$2.84M 0.01%
157,151
+21,196
907
$2.84M 0.01%
4,891
-512
908
$2.84M 0.01%
36,969
-4,485
909
$2.83M 0.01%
66,641
-2,127
910
$2.83M 0.01%
53,805
+8,805
911
$2.8M 0.01%
87,701
+141
912
$2.79M 0.01%
12,576
+4,135
913
$2.78M 0.01%
49,394
+9,424
914
$2.77M 0.01%
22,782
-14,399
915
$2.76M 0.01%
89,158
+10,297
916
$2.76M 0.01%
82,254
+36,832
917
$2.74M 0.01%
76,265
+6,385
918
$2.74M 0.01%
93,503
+159
919
$2.73M 0.01%
47,859
+3,518
920
$2.72M 0.01%
37,366
+4,105
921
$2.71M 0.01%
22,908
-749
922
$2.7M 0.01%
49,762
+251
923
$2.69M 0.01%
63,489
+823
924
$2.68M 0.01%
24,040
+291
925
$2.68M 0.01%
21,198
-7,563
35 36
37
38 39