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
$23.6B
AUM Growth
+$4.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,194
New
Increased
Reduced
Closed

Top Buys

1 +$138M
2 +$101M
3 +$78M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$73.1M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$53.6M

Top Sells

1 +$26.2M
2 +$21.7M
3 +$19.1M
4
KSU
Kansas City Southern
KSU
+$19.1M
5
MPLX icon
MPLX
MPLX
+$17.9M

Sector Composition

1 Technology 13.48%
2 Healthcare 7.43%
3 Financials 6.4%
4 Consumer Discretionary 5.23%
5 Industrials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$202K ﹤0.01%
10,057
-1,653
1152
-93,801
1153
-15,036
1154
-115,861
1155
-38,861
1156
-20,173
1157
-13,556
1158
-25,005
1159
-19,765
1160
-38,618
1161
-46,376
1162
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1163
-38,347
1164
-28,574
1165
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1166
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1167
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1168
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1169
-10,160
1170
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1171
-47,214
1172
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1173
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1174
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1175
-11,088