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
$34.4B
AUM Growth
+$3.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,948
New
Increased
Reduced
Closed

Top Buys

1
+$519M
2
+$182M
3
+$81.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$75.5M
5
MSFT icon
Microsoft
MSFT
+$47.3M

Top Sells

1
+$129M
2
+$101M
3
+$51.9M
4
LHX icon
L3Harris
LHX
+$30.7M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$27.7M

Sector Composition

1 Technology 14.91%
2 Healthcare 6.95%
3 Financials 6.88%
4 Consumer Discretionary 5.82%
5 Industrials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$2.04M 0.01%
37,028
-431
952
$2.03M 0.01%
21,670
953
$2.02M 0.01%
28,087
+4,608
954
$2.02M 0.01%
+40,433
955
$2.02M 0.01%
8,678
+621
956
$2M 0.01%
99,565
+10,803
957
$2M 0.01%
26,457
-15,119
958
$2M 0.01%
53,470
-1,416
959
$2M 0.01%
236,296
-14,219
960
$1.99M 0.01%
29,419
+287
961
$1.98M 0.01%
44,269
+1,558
962
$1.98M 0.01%
109,318
+3,603
963
$1.98M 0.01%
79,261
-26,560
964
$1.98M 0.01%
41,427
-5,740
965
$1.97M 0.01%
90,494
+37,674
966
$1.97M 0.01%
48,921
+1,494
967
$1.96M 0.01%
36,595
+2,694
968
$1.96M 0.01%
30,877
+1,855
969
$1.95M 0.01%
29,284
+796
970
$1.95M 0.01%
120,555
+20,011
971
$1.95M 0.01%
20,956
-20,525
972
$1.94M 0.01%
124,394
+559
973
$1.94M 0.01%
55,024
+8,242
974
$1.94M 0.01%
18,377
-9,680
975
$1.94M 0.01%
37,703
+5,937
37 38
39
40 41