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
1526
$875K ﹤0.01%
24,058
-2,936
1527
$873K ﹤0.01%
4,646
+1,140
1528
$871K ﹤0.01%
+33,199
1529
$870K ﹤0.01%
10,432
+1,743
1530
$869K ﹤0.01%
29,762
-1,305
1531
$867K ﹤0.01%
24,047
-139
1532
$865K ﹤0.01%
46,302
+510
1533
$864K ﹤0.01%
21,228
+4,780
1534
$864K ﹤0.01%
36,268
+750
1535
$864K ﹤0.01%
17,172
+504
1536
$862K ﹤0.01%
3,914
+155
1537
$861K ﹤0.01%
12,447
+225
1538
$859K ﹤0.01%
6,624
+3,700
1539
$859K ﹤0.01%
8,650
+1,224
1540
$858K ﹤0.01%
12,578
+1,855
1541
$856K ﹤0.01%
27,152
-952
1542
$855K ﹤0.01%
9,210
+1,420
1543
$850K ﹤0.01%
5,736
+1,401
1544
$850K ﹤0.01%
9,083
+1,563
1545
$850K ﹤0.01%
22,633
+14,777
1546
$849K ﹤0.01%
12,670
+2,018
1547
$848K ﹤0.01%
30,199
+17,491
1548
$848K ﹤0.01%
39,816
+1,337
1549
$847K ﹤0.01%
9,113
-805
1550
$844K ﹤0.01%
7,275
-3,011
60 61
62
63 64