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
1451
$966K ﹤0.01%
21,666
+1,578
1452
$966K ﹤0.01%
149,716
+43,432
1453
$965K ﹤0.01%
15,150
-2,843
1454
$965K ﹤0.01%
7,400
+2,503
1455
$964K ﹤0.01%
18,359
+362
1456
$961K ﹤0.01%
11,783
-1,955
1457
$960K ﹤0.01%
+16,174
1458
$960K ﹤0.01%
24,565
-4,017
1459
$959K ﹤0.01%
71,109
+300
1460
$956K ﹤0.01%
15,206
+9,875
1461
$956K ﹤0.01%
53,589
-6,417
1462
$954K ﹤0.01%
4,789
+1,183
1463
$954K ﹤0.01%
11,899
+2,367
1464
$951K ﹤0.01%
42,344
+16,736
1465
$951K ﹤0.01%
+113,563
1466
$950K ﹤0.01%
87,505
-33,561
1467
$948K ﹤0.01%
14,292
-691
1468
$947K ﹤0.01%
9,388
+1,448
1469
$946K ﹤0.01%
+15,479
1470
$946K ﹤0.01%
+9,136
1471
$943K ﹤0.01%
20,774
-927
1472
$942K ﹤0.01%
15,396
+6,125
1473
$942K ﹤0.01%
3,014
+136
1474
$940K ﹤0.01%
+15,990
1475
$938K ﹤0.01%
8,053
+88
57 58
59
60 61