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
1751
$660K ﹤0.01%
25,843
-279
1752
$660K ﹤0.01%
19,428
-34
1753
$659K ﹤0.01%
94,404
+2,708
1754
$659K ﹤0.01%
14,755
+25
1755
$655K ﹤0.01%
3,443
-660
1756
$655K ﹤0.01%
+16,107
1757
$654K ﹤0.01%
14,969
-24,705
1758
$654K ﹤0.01%
+27,870
1759
$653K ﹤0.01%
9,073
-603
1760
$653K ﹤0.01%
14,518
+173
1761
$653K ﹤0.01%
16,834
-481,745
1762
$651K ﹤0.01%
19,571
+9,104
1763
$651K ﹤0.01%
14,413
+1,091
1764
$651K ﹤0.01%
6,902
-243
1765
$649K ﹤0.01%
8,071
+61
1766
$648K ﹤0.01%
25,336
-12,113
1767
$647K ﹤0.01%
11,324
+152
1768
$645K ﹤0.01%
32,044
+17,404
1769
$644K ﹤0.01%
21,277
-5,234
1770
$644K ﹤0.01%
46,354
+22,703
1771
$643K ﹤0.01%
3,316
+159
1772
$643K ﹤0.01%
12,411
-1,657
1773
$642K ﹤0.01%
13,722
+4,646
1774
$641K ﹤0.01%
6,119
+155
1775
$640K ﹤0.01%
21,557
+79
69 70
71
72 73