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
1876
$366K ﹤0.01%
1,586
+51
1877
$366K ﹤0.01%
10,344
+5,109
1878
$365K ﹤0.01%
5,316
+1,633
1879
$365K ﹤0.01%
20,737
-1,705
1880
$365K ﹤0.01%
+17,749
1881
$364K ﹤0.01%
5,213
-1,318
1882
$364K ﹤0.01%
45,848
+3,344
1883
$362K ﹤0.01%
9,401
-4,006
1884
$361K ﹤0.01%
+3,789
1885
$360K ﹤0.01%
13,069
+924
1886
$360K ﹤0.01%
7,731
-286
1887
$359K ﹤0.01%
6,598
-33
1888
$359K ﹤0.01%
7,140
+570
1889
$359K ﹤0.01%
2,605
+257
1890
$357K ﹤0.01%
2,386
-441
1891
$356K ﹤0.01%
11,826
-2,615
1892
$354K ﹤0.01%
2,156
-392
1893
$354K ﹤0.01%
71,270
-10,511
1894
$354K ﹤0.01%
5,668
+1,347
1895
$353K ﹤0.01%
60,452
-31,020
1896
$352K ﹤0.01%
6,150
-238
1897
$352K ﹤0.01%
15,536
-2,361
1898
$352K ﹤0.01%
3,802
+536
1899
$351K ﹤0.01%
5,187
-48
1900
$351K ﹤0.01%
3,959
-7
74 75
76
77 78