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
1126
$1.27M ﹤0.01%
8,593
+37
1127
$1.27M ﹤0.01%
+40,222
1128
$1.27M ﹤0.01%
53,142
+9,445
1129
$1.27M ﹤0.01%
10,597
-1,183
1130
$1.26M ﹤0.01%
+32,460
1131
$1.25M ﹤0.01%
39,848
-1,698
1132
$1.25M ﹤0.01%
26,554
+4,177
1133
$1.25M ﹤0.01%
25,523
+3,971
1134
$1.25M ﹤0.01%
9,902
+1,614
1135
$1.25M ﹤0.01%
48,520
+31,653
1136
$1.25M ﹤0.01%
43,388
-1,332
1137
$1.25M ﹤0.01%
17,088
+3,281
1138
$1.24M ﹤0.01%
15,166
+1,736
1139
$1.24M ﹤0.01%
9,675
-1,447
1140
$1.24M ﹤0.01%
43,235
+702
1141
$1.24M ﹤0.01%
44,930
-340
1142
$1.24M ﹤0.01%
+56,028
1143
$1.23M ﹤0.01%
68,511
+10,905
1144
$1.22M ﹤0.01%
19,225
+1,202
1145
$1.21M ﹤0.01%
37,996
-1,997
1146
$1.2M ﹤0.01%
37,650
+2,881
1147
$1.2M ﹤0.01%
62,261
-7,494
1148
$1.2M ﹤0.01%
112,655
+50,256
1149
$1.2M ﹤0.01%
71,188
+1,626
1150
$1.2M ﹤0.01%
18,156
+2,266
44 45
46
47 48