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
1401
$1.04M ﹤0.01%
10,529
+230
1402
$1.04M ﹤0.01%
10,904
+2,961
1403
$1.04M ﹤0.01%
42,346
+27,104
1404
$1.04M ﹤0.01%
7,308
-253
1405
$1.04M ﹤0.01%
7,835
-3,018
1406
$1.04M ﹤0.01%
13,541
+3,810
1407
$1.04M ﹤0.01%
2,724
-40
1408
$1.03M ﹤0.01%
32,476
+1,640
1409
$1.03M ﹤0.01%
87,416
-2,259
1410
$1.03M ﹤0.01%
3,527
+241
1411
$1.03M ﹤0.01%
8,568
+693
1412
$1.03M ﹤0.01%
20,799
+677
1413
$1.03M ﹤0.01%
+11,606
1414
$1.03M ﹤0.01%
11,415
-1,099
1415
$1.02M ﹤0.01%
43,142
+746
1416
$1.02M ﹤0.01%
8,599
-389
1417
$1.02M ﹤0.01%
39,900
+270
1418
$1.02M ﹤0.01%
6,137
+481
1419
$1.02M ﹤0.01%
13,651
+1,858
1420
$1.02M ﹤0.01%
6,039
+808
1421
$1.01M ﹤0.01%
26,572
-9,834
1422
$1.01M ﹤0.01%
119,822
+9,850
1423
$1.01M ﹤0.01%
23,360
+12,569
1424
$1.01M ﹤0.01%
11,465
+164
1425
$1.01M ﹤0.01%
28,866
-3,087
55 56
57
58 59