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
1351
$1.13M ﹤0.01%
+47,906
1352
$1.13M ﹤0.01%
101,518
+25,458
1353
$1.13M ﹤0.01%
26,917
-1,115
1354
$1.13M ﹤0.01%
22,097
-1,529
1355
$1.12M ﹤0.01%
470,631
+67,447
1356
$1.12M ﹤0.01%
35,641
+1,168
1357
$1.12M ﹤0.01%
16,814
+521
1358
$1.12M ﹤0.01%
36,328
+2,683
1359
$1.11M ﹤0.01%
247,075
+20,789
1360
$1.11M ﹤0.01%
24,098
-9,771
1361
$1.11M ﹤0.01%
20,615
+3,790
1362
$1.11M ﹤0.01%
+9,463
1363
$1.11M ﹤0.01%
601,549
+108,852
1364
$1.1M ﹤0.01%
11,575
+2,923
1365
$1.1M ﹤0.01%
6,614
+422
1366
$1.1M ﹤0.01%
14,783
+718
1367
$1.1M ﹤0.01%
59,743
+9,525
1368
$1.1M ﹤0.01%
21,758
-5,558
1369
$1.09M ﹤0.01%
58,157
-203
1370
$1.09M ﹤0.01%
21,512
1371
$1.09M ﹤0.01%
110,294
+1,473
1372
$1.08M ﹤0.01%
27,477
-560
1373
$1.08M ﹤0.01%
4,945
+119
1374
$1.08M ﹤0.01%
27,623
+8,482
1375
$1.08M ﹤0.01%
94,065
+7,798
53 54
55
56 57