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
1426
$1.01M ﹤0.01%
3,109
-44
1427
$1.01M ﹤0.01%
37,278
+10,451
1428
$1.01M ﹤0.01%
31,015
+20,146
1429
$1M ﹤0.01%
19,166
+5,050
1430
$997K ﹤0.01%
27,533
+1,085
1431
$996K ﹤0.01%
3,883
+300
1432
$996K ﹤0.01%
18,015
+253
1433
$995K ﹤0.01%
14,177
+2,114
1434
$993K ﹤0.01%
13,814
-4,320
1435
$993K ﹤0.01%
354,501
+15,736
1436
$989K ﹤0.01%
78,830
-18,468
1437
$989K ﹤0.01%
8,093
+169
1438
$988K ﹤0.01%
36,283
-63
1439
$985K ﹤0.01%
41,160
+8,307
1440
$982K ﹤0.01%
28,257
+4,485
1441
$980K ﹤0.01%
4,117
+130
1442
$978K ﹤0.01%
25,986
+13,637
1443
$974K ﹤0.01%
4,921
+52
1444
$974K ﹤0.01%
5,305
-114
1445
$974K ﹤0.01%
17,401
-207
1446
$973K ﹤0.01%
16,427
+3,970
1447
$969K ﹤0.01%
88,127
+1,881
1448
$969K ﹤0.01%
23,204
-2,524
1449
$968K ﹤0.01%
18,157
-49,378
1450
$967K ﹤0.01%
404,655
-3,525
56 57
58
59 60