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
1276
$939K ﹤0.01%
58,272
+27,620
1277
$939K ﹤0.01%
50,942
+6,880
1278
$938K ﹤0.01%
13,096
-73
1279
$934K ﹤0.01%
6,464
+1,139
1280
$934K ﹤0.01%
18,818
-2,075
1281
$934K ﹤0.01%
22,488
-3,027
1282
$933K ﹤0.01%
16,198
+3,777
1283
$932K ﹤0.01%
40,779
-20,199
1284
$932K ﹤0.01%
10,695
+311
1285
$930K ﹤0.01%
3,094
+179
1286
$930K ﹤0.01%
7,714
+2,039
1287
$930K ﹤0.01%
720,913
+5,118
1288
$928K ﹤0.01%
10,624
+1,824
1289
$925K ﹤0.01%
28,504
+288
1290
$925K ﹤0.01%
12,525
-2,377
1291
$918K ﹤0.01%
197,766
-15,846
1292
$913K ﹤0.01%
105,540
+8,624
1293
$913K ﹤0.01%
7,359
-1,046
1294
$911K ﹤0.01%
22,340
+5,887
1295
$910K ﹤0.01%
6,850
+312
1296
$907K ﹤0.01%
148,507
+133,597
1297
$906K ﹤0.01%
22,264
+165
1298
$905K ﹤0.01%
13,275
-701
1299
$904K ﹤0.01%
22,598
+1,492
1300
$902K ﹤0.01%
7,429
-232
50 51
52
53 54