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
1576
$823K ﹤0.01%
15,927
+480
1577
$823K ﹤0.01%
6,763
+254
1578
$821K ﹤0.01%
48,600
-2,072
1579
$820K ﹤0.01%
16,095
+5,740
1580
$817K ﹤0.01%
32,013
+20,083
1581
$815K ﹤0.01%
76,328
-12,823
1582
$815K ﹤0.01%
15,788
+3,893
1583
$814K ﹤0.01%
66,864
+13,846
1584
$813K ﹤0.01%
11,878
+2,281
1585
$813K ﹤0.01%
4,073
+45
1586
$813K ﹤0.01%
12,888
+2,532
1587
$812K ﹤0.01%
18,846
+1,010
1588
$812K ﹤0.01%
5,640
+1,953
1589
$811K ﹤0.01%
24,280
+1,645
1590
$811K ﹤0.01%
8,897
+1,457
1591
$808K ﹤0.01%
86,005
-9,232
1592
$807K ﹤0.01%
92,955
+11,527
1593
$807K ﹤0.01%
20,242
+155
1594
$806K ﹤0.01%
63,946
+2,216
1595
$803K ﹤0.01%
19,818
+1,213
1596
$802K ﹤0.01%
6,521
+1,727
1597
$801K ﹤0.01%
50,200
-314
1598
$798K ﹤0.01%
40,973
+4,972
1599
$797K ﹤0.01%
24,717
-9,380
1600
$796K ﹤0.01%
17,995
+12,431
62 63
64
65 66