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
1726
$676K ﹤0.01%
972
+315
1727
$675K ﹤0.01%
30,653
-2,391
1728
$675K ﹤0.01%
40,186
+3,277
1729
$675K ﹤0.01%
21,029
1730
$674K ﹤0.01%
24,597
+2,013
1731
$673K ﹤0.01%
23,992
+1,602
1732
$672K ﹤0.01%
15,499
+1,437
1733
$671K ﹤0.01%
5,084
+409
1734
$670K ﹤0.01%
8,318
-698
1735
$670K ﹤0.01%
13,524
+119
1736
$670K ﹤0.01%
17,818
+2,182
1737
$668K ﹤0.01%
4,509
-1,016
1738
$667K ﹤0.01%
26,109
-2,663
1739
$667K ﹤0.01%
28,892
+2,689
1740
$665K ﹤0.01%
21,128
+11,311
1741
$665K ﹤0.01%
4,962
+733
1742
$665K ﹤0.01%
82,332
-8,196
1743
$665K ﹤0.01%
+32,658
1744
$664K ﹤0.01%
+10,170
1745
$664K ﹤0.01%
8,091
+485
1746
$664K ﹤0.01%
21,141
-1,225
1747
$663K ﹤0.01%
28,109
-10,576
1748
$661K ﹤0.01%
7,846
+2,851
1749
$661K ﹤0.01%
+12,478
1750
$660K ﹤0.01%
6,038
-811
68 69
70
71 72