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
951
$2.52M 0.01%
60,230
-10,271
952
$2.51M 0.01%
25,419
+1,773
953
$2.51M 0.01%
33,088
-737
954
$2.51M 0.01%
174,221
+41,811
955
$2.5M 0.01%
52,318
+6,290
956
$2.5M 0.01%
85,184
+13,662
957
$2.49M 0.01%
137,977
+9,056
958
$2.48M 0.01%
9,066
+1,183
959
$2.47M 0.01%
75,625
+2,276
960
$2.46M 0.01%
198,358
-162
961
$2.44M 0.01%
37,816
+3,136
962
$2.43M 0.01%
53,740
+2,086
963
$2.43M 0.01%
86,007
+27,174
964
$2.42M 0.01%
37,428
+6,055
965
$2.42M 0.01%
31,869
+56
966
$2.4M 0.01%
37,928
+2,159
967
$2.4M 0.01%
50,211
+15,554
968
$2.4M 0.01%
62,108
-8,720
969
$2.4M 0.01%
88,809
+80,349
970
$2.39M 0.01%
92,724
+1,761
971
$2.38M 0.01%
25,760
-9,866
972
$2.38M 0.01%
39,771
-1,788
973
$2.37M 0.01%
38,574
-246
974
$2.37M 0.01%
+28,840
975
$2.37M 0.01%
31,316
+12,273
37 38
39
40 41