Mariner Portfolio holdings
AUM
$69.3B
This Quarter Return
-13.73%
1 Year Return
+18.98%
3 Year Return
+74.86%
5 Year Return
+121.64%
10 Year Return
+220.27%
AUM
$24.4B
AUM Growth
+$24.4B
(-8.1%)
Cap. Flow
+$2.01B
Cap. Flow
% of AUM
8.24%
Top 10 Holdings %
Top 10 Hldgs %
21.91%
Holding
1,489
New
110
Increased
788
Reduced
455
Closed
119
Top Buys
| 1 |
Amazon
AMZN
|
$236M |
| 2 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
$84.1M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$77M |
| 4 |
Apple
AAPL
|
$60.4M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$55.5M |
Top Sells
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$36.8M |
| 2 |
Verizon
VZ
|
$23.1M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$21.4M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$15.1M |
| 5 |
Zoetis
ZTS
|
$14.8M |
Sector Composition
| 1 | Technology | 11.99% |
| 2 | Financials | 8.11% |
| 3 | Healthcare | 7.91% |
| 4 | Consumer Discretionary | 4.9% |
| 5 | Consumer Staples | 4.78% |