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
1026
$2.14M 0.01%
7,831
-1,397
1027
$2.13M 0.01%
21,024
+3,256
1028
$2.13M 0.01%
442,942
+347,035
1029
$2.13M 0.01%
62,638
+6,974
1030
$2.12M 0.01%
57,912
+9,569
1031
$2.12M 0.01%
26,174
+13,800
1032
$2.12M 0.01%
73,522
+653
1033
$2.12M 0.01%
29,248
+1,172
1034
$2.11M 0.01%
43,690
+20,927
1035
$2.11M 0.01%
58,915
-14,278
1036
$2.11M 0.01%
42,925
+5,077
1037
$2.1M 0.01%
182,957
+106,290
1038
$2.1M 0.01%
32,689
+4,156
1039
$2.09M ﹤0.01%
64,153
+7,505
1040
$2.08M ﹤0.01%
40,196
+6,847
1041
$2.07M ﹤0.01%
168,569
+36,052
1042
$2.07M ﹤0.01%
42,745
+397
1043
$2.06M ﹤0.01%
8,556
+1,104
1044
$2.06M ﹤0.01%
24,427
+1,722
1045
$2.06M ﹤0.01%
7,984
+497
1046
$2.06M ﹤0.01%
30,445
+700
1047
$2.06M ﹤0.01%
52,273
+8,952
1048
$2.05M ﹤0.01%
+38,839
1049
$2.05M ﹤0.01%
31,532
+1,722
1050
$2.05M ﹤0.01%
7,884
+1,665
40 41
42
43 44