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
1851
$576K ﹤0.01%
10,801
+125
1852
$574K ﹤0.01%
9,094
+3,502
1853
$574K ﹤0.01%
16,621
+1,454
1854
$574K ﹤0.01%
17,232
+1,287
1855
$573K ﹤0.01%
27,514
-11,154
1856
$573K ﹤0.01%
25,526
-6,929
1857
$572K ﹤0.01%
18,344
+9,934
1858
$568K ﹤0.01%
3,108
+286
1859
$568K ﹤0.01%
28,022
+1,992
1860
$568K ﹤0.01%
7,051
-3,633
1861
$568K ﹤0.01%
4,208
+242
1862
$568K ﹤0.01%
8,517
-4,600
1863
$568K ﹤0.01%
10,116
+5,656
1864
$567K ﹤0.01%
13,632
+2,433
1865
$567K ﹤0.01%
26,638
+1,102
1866
$566K ﹤0.01%
18,671
-715
1867
$565K ﹤0.01%
14,430
-3,045
1868
$563K ﹤0.01%
16,875
1869
$560K ﹤0.01%
11,220
+3,013
1870
$560K ﹤0.01%
47,658
+4,273
1871
$559K ﹤0.01%
+41,545
1872
$559K ﹤0.01%
13,747
-254
1873
$559K ﹤0.01%
5,792
+2,767
1874
$558K ﹤0.01%
13,468
-604
1875
$557K ﹤0.01%
7,906
+927
73 74
75
76 77