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
1676
$721K ﹤0.01%
11,788
+2,060
1677
$721K ﹤0.01%
6,965
+2,656
1678
$721K ﹤0.01%
31,286
+5,040
1679
$720K ﹤0.01%
+19,898
1680
$720K ﹤0.01%
19,802
+6,945
1681
$719K ﹤0.01%
63,160
+15,644
1682
$718K ﹤0.01%
+106,256
1683
$718K ﹤0.01%
10,134
+4,086
1684
$717K ﹤0.01%
9,074
+134
1685
$716K ﹤0.01%
2,434
+504
1686
$716K ﹤0.01%
8,963
+2,506
1687
$715K ﹤0.01%
26,943
+13,749
1688
$714K ﹤0.01%
25,005
+785
1689
$709K ﹤0.01%
27,096
+659
1690
$709K ﹤0.01%
16,285
+955
1691
$709K ﹤0.01%
13,322
+8,591
1692
$705K ﹤0.01%
8,793
1693
$704K ﹤0.01%
13,205
-2,519
1694
$704K ﹤0.01%
+25,548
1695
$704K ﹤0.01%
14,459
+9,383
1696
$703K ﹤0.01%
26,080
-1,560
1697
$702K ﹤0.01%
13,821
+9
1698
$698K ﹤0.01%
29,992
-4
1699
$697K ﹤0.01%
10,869
+68
1700
$696K ﹤0.01%
+16,774
66 67
68
69 70