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
951
$1.91M 0.01%
74,056
+9,476
952
$1.91M 0.01%
88,402
+2,637
953
$1.9M 0.01%
+24,398
954
$1.9M 0.01%
53,078
+869
955
$1.9M 0.01%
20,790
+2,802
956
$1.89M 0.01%
8,835
+743
957
$1.89M 0.01%
103,172
+85,296
958
$1.89M 0.01%
46,436
+32,078
959
$1.88M 0.01%
88,762
+32,576
960
$1.88M 0.01%
198,640
-549,256
961
$1.88M 0.01%
14,884
+964
962
$1.88M 0.01%
42,711
+2,049
963
$1.87M 0.01%
44,083
-29
964
$1.86M 0.01%
74,835
+806
965
$1.86M 0.01%
13,071
+844
966
$1.86M 0.01%
37,738
+11,436
967
$1.85M 0.01%
628,698
+154,507
968
$1.85M 0.01%
33,474
-848
969
$1.85M 0.01%
25,283
-24,556
970
$1.84M 0.01%
18,178
-5,674
971
$1.84M 0.01%
91,178
-21,666
972
$1.83M 0.01%
75,632
-2,928
973
$1.82M 0.01%
+36,150
974
$1.82M 0.01%
34,692
-2,028
975
$1.81M 0.01%
8,963
+602
37 38
39
40 41