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
1976
$467K ﹤0.01%
3,422
+545
1977
$466K ﹤0.01%
3,760
-130
1978
$466K ﹤0.01%
19,730
+4,467
1979
$466K ﹤0.01%
13,049
-1,405
1980
$466K ﹤0.01%
18,077
1981
$466K ﹤0.01%
59,051
-6,224
1982
$465K ﹤0.01%
13,093
-8,707
1983
$465K ﹤0.01%
16,967
+2,353
1984
$465K ﹤0.01%
12,327
-689
1985
$465K ﹤0.01%
3,124
+686
1986
$464K ﹤0.01%
6,200
+1,828
1987
$463K ﹤0.01%
3,789
-148
1988
$461K ﹤0.01%
10,267
-2,812
1989
$461K ﹤0.01%
18,506
-17,812
1990
$461K ﹤0.01%
32,466
+1,072
1991
$460K ﹤0.01%
63,494
+11,647
1992
$460K ﹤0.01%
3,827
+169
1993
$459K ﹤0.01%
6,710
-591
1994
$458K ﹤0.01%
11,368
-822
1995
$456K ﹤0.01%
+6,778
1996
$456K ﹤0.01%
1,565
+169
1997
$456K ﹤0.01%
+32,082
1998
$456K ﹤0.01%
8,397
+2,933
1999
$456K ﹤0.01%
11,277
+702
2000
$455K ﹤0.01%
20,211
+6,260
78 79
80
81 82