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
1876
$554K ﹤0.01%
14,571
+3,187
1877
$552K ﹤0.01%
5,372
+1,267
1878
$552K ﹤0.01%
22,921
+1,225
1879
$551K ﹤0.01%
8,089
-1,481
1880
$549K ﹤0.01%
45,024
-12,750
1881
$549K ﹤0.01%
8,001
+4,988
1882
$546K ﹤0.01%
37,299
+1,738
1883
$546K ﹤0.01%
9,864
+1,003
1884
$546K ﹤0.01%
20,251
-3,654
1885
$544K ﹤0.01%
+5,919
1886
$543K ﹤0.01%
18,217
+1,256
1887
$542K ﹤0.01%
+4,102
1888
$539K ﹤0.01%
25,490
+4,370
1889
$538K ﹤0.01%
7,473
+2,169
1890
$537K ﹤0.01%
10,534
-761
1891
$537K ﹤0.01%
3,302
-192
1892
$536K ﹤0.01%
2,513
+1
1893
$535K ﹤0.01%
34,936
-757
1894
$535K ﹤0.01%
3,074
+335
1895
$533K ﹤0.01%
5,175
-1,089
1896
$532K ﹤0.01%
+8,108
1897
$532K ﹤0.01%
11,913
+1,289
1898
$532K ﹤0.01%
9,038
1899
$529K ﹤0.01%
33,754
+5,725
1900
$528K ﹤0.01%
29,317
+4,208
74 75
76
77 78