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
926
$2M 0.01%
55,935
-1,203
927
$2M 0.01%
+50,854
928
$1.99M 0.01%
20,364
-139
929
$1.99M 0.01%
47,416
-3,765
930
$1.98M 0.01%
32,111
-2,370
931
$1.98M 0.01%
70,001
+57,230
932
$1.97M 0.01%
30,999
+9,025
933
$1.97M 0.01%
8,057
+428
934
$1.97M 0.01%
2,929,240
+194,909
935
$1.96M 0.01%
51,972
+19,461
936
$1.96M 0.01%
81,977
+67,543
937
$1.96M 0.01%
17,457
-839
938
$1.95M 0.01%
24,831
+413
939
$1.95M 0.01%
44,516
+16,944
940
$1.95M 0.01%
54,886
-2,843
941
$1.95M 0.01%
35,116
-13,927
942
$1.95M 0.01%
11,161
+1,355
943
$1.94M 0.01%
57,517
-1,563
944
$1.94M 0.01%
28,980
+209
945
$1.94M 0.01%
48,406
-5,158
946
$1.93M 0.01%
+47,038
947
$1.92M 0.01%
42,245
+6,396
948
$1.92M 0.01%
5,790
-929
949
$1.92M 0.01%
105,715
-1,585
950
$1.91M 0.01%
47,427
+6,836
36 37
38
39 40