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
$60.1B
AUM Growth
+$549M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,637
New
Increased
Reduced
Closed

Top Buys

1
+$241M
2
+$191M
3
+$132M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$126M
5
PGR icon
Progressive
PGR
+$109M

Top Sells

1
+$192M
2
+$111M
3
+$95.5M
4
AMD icon
Advanced Micro Devices
AMD
+$94.4M
5
TXT icon
Textron
TXT
+$75.9M

Sector Composition

1 Technology 18.22%
2 Financials 8.46%
3 Healthcare 5.72%
4 Consumer Discretionary 5.15%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$685K ﹤0.01%
16,237
-1,398
1952
$684K ﹤0.01%
17,362
+5,109
1953
$682K ﹤0.01%
10,286
+944
1954
$681K ﹤0.01%
11,411
+5,518
1955
$680K ﹤0.01%
9,859
+2,594
1956
$679K ﹤0.01%
20,602
-897
1957
$678K ﹤0.01%
9,481
+1,670
1958
$675K ﹤0.01%
16,477
+45
1959
$674K ﹤0.01%
+18,187
1960
$674K ﹤0.01%
21,402
-6,395
1961
$674K ﹤0.01%
7,043
+2,182
1962
$671K ﹤0.01%
4,211
-626
1963
$671K ﹤0.01%
16,191
-213
1964
$670K ﹤0.01%
36,312
-1,113
1965
$670K ﹤0.01%
24,675
-12,220
1966
$669K ﹤0.01%
19,422
+331
1967
$667K ﹤0.01%
57,933
-17,814
1968
$666K ﹤0.01%
3,029
+922
1969
$666K ﹤0.01%
7,171
-450
1970
$666K ﹤0.01%
21,029
+117
1971
$664K ﹤0.01%
+11,932
1972
$662K ﹤0.01%
7,482
+4,279
1973
$662K ﹤0.01%
30,107
+11,116
1974
$660K ﹤0.01%
34,749
+6,438
1975
$659K ﹤0.01%
8,427
-200
77 78
79
80 81