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
1301
$1.23M ﹤0.01%
12,893
-1,824
1302
$1.23M ﹤0.01%
16,180
+11,259
1303
$1.22M ﹤0.01%
59,851
+16,269
1304
$1.22M ﹤0.01%
3,254
+132
1305
$1.22M ﹤0.01%
858
+145
1306
$1.21M ﹤0.01%
+51,101
1307
$1.21M ﹤0.01%
16,446
+2,483
1308
$1.21M ﹤0.01%
18,265
-2,229
1309
$1.21M ﹤0.01%
112,185
-7,628
1310
$1.21M ﹤0.01%
50,506
+40,983
1311
$1.21M ﹤0.01%
16,576
-158
1312
$1.21M ﹤0.01%
62,192
+52,011
1313
$1.21M ﹤0.01%
26,247
+14,245
1314
$1.2M ﹤0.01%
4,229
+105
1315
$1.2M ﹤0.01%
23,561
-3,240
1316
$1.2M ﹤0.01%
80,350
+71,059
1317
$1.2M ﹤0.01%
32,064
-334
1318
$1.2M ﹤0.01%
21,617
-1,335
1319
$1.2M ﹤0.01%
48,804
+4,197
1320
$1.2M ﹤0.01%
35,185
+2,992
1321
$1.19M ﹤0.01%
+51,588
1322
$1.19M ﹤0.01%
94,937
+13,793
1323
$1.19M ﹤0.01%
8,095
+5,163
1324
$1.18M ﹤0.01%
5,223
+690
1325
$1.17M ﹤0.01%
7,079
+5,665
51 52
53
54 55