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
1476
$938K ﹤0.01%
30,117
+9,403
1477
$936K ﹤0.01%
+30,580
1478
$933K ﹤0.01%
23,879
+6,179
1479
$932K ﹤0.01%
23,166
+8,886
1480
$932K ﹤0.01%
26,529
-29
1481
$931K ﹤0.01%
13,194
-1,080
1482
$927K ﹤0.01%
97,499
+201
1483
$927K ﹤0.01%
74,251
-12,337
1484
$926K ﹤0.01%
117,559
-41,361
1485
$925K ﹤0.01%
17,340
+1,950
1486
$924K ﹤0.01%
8,516
+2,002
1487
$921K ﹤0.01%
4,245
+2,173
1488
$919K ﹤0.01%
13,740
+9,330
1489
$919K ﹤0.01%
42,557
+3,646
1490
$918K ﹤0.01%
15,017
-13,209
1491
$918K ﹤0.01%
17,924
+4,158
1492
$914K ﹤0.01%
55,049
+35,955
1493
$914K ﹤0.01%
10,432
-534
1494
$912K ﹤0.01%
150,674
+36,205
1495
$911K ﹤0.01%
+20,624
1496
$908K ﹤0.01%
82,413
+1,002
1497
$908K ﹤0.01%
+62,336
1498
$907K ﹤0.01%
173,053
1499
$907K ﹤0.01%
35,250
+4,442
1500
$905K ﹤0.01%
50,173
-167
58 59
60
61 62