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
1651
$740K ﹤0.01%
7,434
+14
1652
$738K ﹤0.01%
14,756
+5,718
1653
$735K ﹤0.01%
40,378
+872
1654
$735K ﹤0.01%
10,653
-1,885
1655
$734K ﹤0.01%
10,608
+4,071
1656
$733K ﹤0.01%
15,451
+902
1657
$733K ﹤0.01%
7,265
+384
1658
$733K ﹤0.01%
22,522
-39,736
1659
$732K ﹤0.01%
21,063
+12,918
1660
$730K ﹤0.01%
11,597
-133
1661
$729K ﹤0.01%
39,040
+435
1662
$728K ﹤0.01%
9,964
-46,011
1663
$728K ﹤0.01%
6,160
+3,126
1664
$728K ﹤0.01%
49,431
+806
1665
$727K ﹤0.01%
3,517
-1,428
1666
$726K ﹤0.01%
20,840
-5,816
1667
$726K ﹤0.01%
32,645
-1,265
1668
$726K ﹤0.01%
17,299
-417
1669
$724K ﹤0.01%
39,668
-2,591
1670
$724K ﹤0.01%
14,129
+3,765
1671
$724K ﹤0.01%
13,242
+651
1672
$724K ﹤0.01%
12,794
+152
1673
$723K ﹤0.01%
128,037
+1,546
1674
$722K ﹤0.01%
16,934
+1,891
1675
$722K ﹤0.01%
35,904
+2,638
65 66
67
68 69