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
1826
$598K ﹤0.01%
+9,360
1827
$598K ﹤0.01%
13,530
-9,259
1828
$597K ﹤0.01%
91,087
+71,603
1829
$596K ﹤0.01%
9,865
+187
1830
$596K ﹤0.01%
8,084
-421
1831
$596K ﹤0.01%
4,269
+260
1832
$595K ﹤0.01%
6,441
+2,436
1833
$595K ﹤0.01%
13,163
-1,559
1834
$592K ﹤0.01%
1,767
-337
1835
$592K ﹤0.01%
8,167
-117
1836
$592K ﹤0.01%
+10,456
1837
$591K ﹤0.01%
10,484
-6,463
1838
$590K ﹤0.01%
392
-30
1839
$590K ﹤0.01%
25,838
+5,390
1840
$587K ﹤0.01%
34,112
+16,171
1841
$587K ﹤0.01%
46,826
+21,402
1842
$583K ﹤0.01%
4,277
+264
1843
$582K ﹤0.01%
115,784
-3,045
1844
$581K ﹤0.01%
12,138
+1,598
1845
$581K ﹤0.01%
57,045
+1,415
1846
$580K ﹤0.01%
91,814
-5,139
1847
$580K ﹤0.01%
104,886
+57,984
1848
$579K ﹤0.01%
7,382
+13
1849
$578K ﹤0.01%
+25,437
1850
$577K ﹤0.01%
16,984
-1,991
72 73
74
75 76