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
1151
$1.2M ﹤0.01%
8,455
+1,778
1152
$1.19M ﹤0.01%
21,005
+2,325
1153
$1.19M ﹤0.01%
24,929
+19,483
1154
$1.18M ﹤0.01%
+62,681
1155
$1.17M ﹤0.01%
44,465
+5,283
1156
$1.17M ﹤0.01%
146,580
+28,428
1157
$1.17M ﹤0.01%
14,997
+1,963
1158
$1.17M ﹤0.01%
40,913
+10,489
1159
$1.17M ﹤0.01%
7,893
+1,649
1160
$1.17M ﹤0.01%
11,921
+43
1161
$1.17M ﹤0.01%
40,206
+1,033
1162
$1.16M ﹤0.01%
74,555
-10,133
1163
$1.16M ﹤0.01%
4,652
+384
1164
$1.15M ﹤0.01%
52,820
+33,148
1165
$1.15M ﹤0.01%
36,087
-748
1166
$1.14M ﹤0.01%
+29,316
1167
$1.14M ﹤0.01%
33,256
+21,961
1168
$1.14M ﹤0.01%
4,097
+1,841
1169
$1.14M ﹤0.01%
+46,061
1170
$1.14M ﹤0.01%
6,648
+1,557
1171
$1.14M ﹤0.01%
5,862
+165
1172
$1.14M ﹤0.01%
26,845
+9,156
1173
$1.13M ﹤0.01%
84,520
-1,622
1174
$1.13M ﹤0.01%
20,473
+2,530
1175
$1.13M ﹤0.01%
18,361
+1,900
45 46
47
48 49