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
976
$1.81M 0.01%
106,744
+26,179
977
$1.81M 0.01%
8,117
+358
978
$1.8M 0.01%
224,138
-112,203
979
$1.79M 0.01%
+50,050
980
$1.78M 0.01%
41,631
+3,140
981
$1.78M 0.01%
32,138
+12,812
982
$1.78M 0.01%
266,880
-14,736
983
$1.75M 0.01%
12,027
+1,948
984
$1.75M 0.01%
162,833
+60,204
985
$1.74M 0.01%
2,761
+164
986
$1.74M 0.01%
+60,532
987
$1.72M 0.01%
604,513
-87,112
988
$1.72M 0.01%
53,951
-24,353
989
$1.71M 0.01%
57,073
+4,290
990
$1.71M 0.01%
28,488
+11,428
991
$1.71M 0.01%
34,291
+11,975
992
$1.71M 0.01%
76,310
-7,235
993
$1.7M 0.01%
22,502
-36
994
$1.7M 0.01%
69,381
+1,869
995
$1.69M 0.01%
11,046
-759
996
$1.68M 0.01%
+28,210
997
$1.68M 0.01%
105,531
+89,759
998
$1.68M 0.01%
4,899
+1,243
999
$1.68M 0.01%
18,494
-2,209
1000
$1.67M 0.01%
23,519
-1,778
38 39
40
41 42