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
1551
$844K ﹤0.01%
3,839
+474
1552
$842K ﹤0.01%
3,944
+714
1553
$842K ﹤0.01%
20,320
+2,084
1554
$840K ﹤0.01%
131,699
+2,453
1555
$840K ﹤0.01%
23,011
-33
1556
$839K ﹤0.01%
7,660
+2,357
1557
$839K ﹤0.01%
20,606
+5,955
1558
$839K ﹤0.01%
145,637
+8,242
1559
$838K ﹤0.01%
+25,103
1560
$836K ﹤0.01%
16,661
+74
1561
$835K ﹤0.01%
31,907
+5,373
1562
$834K ﹤0.01%
11,290
+2,932
1563
$832K ﹤0.01%
13,901
+3,460
1564
$832K ﹤0.01%
169,458
+27,671
1565
$832K ﹤0.01%
40,023
+7,507
1566
$832K ﹤0.01%
12,102
+3,760
1567
$831K ﹤0.01%
36,637
+3,215
1568
$830K ﹤0.01%
25,423
+1,061
1569
$829K ﹤0.01%
4,635
+280
1570
$829K ﹤0.01%
84,501
+6,984
1571
$827K ﹤0.01%
19,158
-262
1572
$826K ﹤0.01%
+9,759
1573
$825K ﹤0.01%
9,232
-1,170
1574
$825K ﹤0.01%
23,377
+14,436
1575
$824K ﹤0.01%
+18,730
61 62
63
64 65