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
1501
$903K ﹤0.01%
18,806
+463
1502
$903K ﹤0.01%
4,334
+448
1503
$902K ﹤0.01%
5,158
-8
1504
$900K ﹤0.01%
26,096
-2,168
1505
$898K ﹤0.01%
4,710
+1,276
1506
$897K ﹤0.01%
31,167
+4
1507
$896K ﹤0.01%
18,001
+7,864
1508
$893K ﹤0.01%
28,434
-63
1509
$892K ﹤0.01%
42,124
-301
1510
$890K ﹤0.01%
24,178
+10,696
1511
$889K ﹤0.01%
29,956
-5,151
1512
$887K ﹤0.01%
20,528
+13,290
1513
$887K ﹤0.01%
+5,533
1514
$886K ﹤0.01%
19,993
-287
1515
$885K ﹤0.01%
25,713
+6,894
1516
$881K ﹤0.01%
20,843
+11,686
1517
$880K ﹤0.01%
2,725
-549
1518
$880K ﹤0.01%
40,751
-43
1519
$879K ﹤0.01%
33,708
-3,178
1520
$878K ﹤0.01%
22,037
+4,602
1521
$877K ﹤0.01%
6,404
+2,026
1522
$876K ﹤0.01%
18,218
+1,763
1523
$876K ﹤0.01%
41,458
+2,273
1524
$876K ﹤0.01%
16,126
-1,113
1525
$875K ﹤0.01%
21,280
+6,005
59 60
61
62 63