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
1626
$766K ﹤0.01%
+8,314
1627
$766K ﹤0.01%
23,812
+16,137
1628
$766K ﹤0.01%
20,953
+1,487
1629
$766K ﹤0.01%
15,910
-33,489
1630
$764K ﹤0.01%
36,370
-17,723
1631
$764K ﹤0.01%
4,250
+358
1632
$764K ﹤0.01%
8,199
+498
1633
$763K ﹤0.01%
17,641
-66
1634
$763K ﹤0.01%
4,944
-12
1635
$762K ﹤0.01%
11,954
+254
1636
$761K ﹤0.01%
20,842
+10,899
1637
$761K ﹤0.01%
14,954
+635
1638
$760K ﹤0.01%
10,616
+954
1639
$760K ﹤0.01%
+20,358
1640
$758K ﹤0.01%
4,427
+247
1641
$754K ﹤0.01%
44,001
+12,603
1642
$754K ﹤0.01%
48,660
-7,359
1643
$751K ﹤0.01%
12,597
-2,190
1644
$749K ﹤0.01%
13,682
+767
1645
$746K ﹤0.01%
33,254
+7,619
1646
$745K ﹤0.01%
5,934
+260
1647
$743K ﹤0.01%
8,002
+98
1648
$742K ﹤0.01%
24,540
+4,468
1649
$740K ﹤0.01%
+32,074
1650
$740K ﹤0.01%
34,145
+498
64 65
66
67 68