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
$31.1B
AUM Growth
+$6.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,903
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$143M
3
+$131M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$117M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$98.1M

Top Sells

1
+$35.6M
2
+$27.7M
3
+$25.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22.9M
5
VZ icon
Verizon
VZ
+$20.6M

Sector Composition

1 Technology 11.55%
2 Financials 8.23%
3 Healthcare 7.77%
4 Consumer Discretionary 4.95%
5 Industrials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$379K ﹤0.01%
15,350
+482
1852
$379K ﹤0.01%
8,315
+3,577
1853
$378K ﹤0.01%
8,526
+665
1854
$378K ﹤0.01%
46,877
-6,981
1855
$378K ﹤0.01%
11,008
-558
1856
$377K ﹤0.01%
89,432
-1,469
1857
$377K ﹤0.01%
17,433
+2,090
1858
$377K ﹤0.01%
+13,070
1859
$376K ﹤0.01%
7,737
+2,004
1860
$376K ﹤0.01%
3,085
-421
1861
$376K ﹤0.01%
+14,971
1862
$375K ﹤0.01%
+46,280
1863
$375K ﹤0.01%
4,734
-175
1864
$375K ﹤0.01%
12,566
1865
$374K ﹤0.01%
35,258
-2,243
1866
$373K ﹤0.01%
10,327
+1,105
1867
$373K ﹤0.01%
2,833
+369
1868
$373K ﹤0.01%
19,710
1869
$372K ﹤0.01%
8,522
+182
1870
$371K ﹤0.01%
5,109
+262
1871
$370K ﹤0.01%
5,936
+386
1872
$370K ﹤0.01%
13,450
+1,692
1873
$369K ﹤0.01%
19,366
+403
1874
$367K ﹤0.01%
+3,383
1875
$367K ﹤0.01%
607
+81
73 74
75
76 77