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
1976
$658K ﹤0.01%
36,450
+8,583
1977
$657K ﹤0.01%
9,742
-92
1978
$656K ﹤0.01%
3,637
+262
1979
$656K ﹤0.01%
4,252
-1,290
1980
$654K ﹤0.01%
+13,742
1981
$654K ﹤0.01%
9,236
+1,974
1982
$654K ﹤0.01%
25,531
+454
1983
$652K ﹤0.01%
20,389
+1,067
1984
$652K ﹤0.01%
31,541
+3
1985
$651K ﹤0.01%
11,205
-493
1986
$651K ﹤0.01%
9,734
+1,577
1987
$651K ﹤0.01%
26,947
+11,171
1988
$650K ﹤0.01%
26,644
-1,250
1989
$650K ﹤0.01%
8,867
+4,250
1990
$649K ﹤0.01%
4,921
-5,576
1991
$649K ﹤0.01%
20,601
+1,971
1992
$648K ﹤0.01%
22,774
+5,126
1993
$648K ﹤0.01%
33,329
+18,232
1994
$648K ﹤0.01%
20,648
1995
$646K ﹤0.01%
+13,049
1996
$646K ﹤0.01%
1,849
+27
1997
$646K ﹤0.01%
12,821
+1,120
1998
$645K ﹤0.01%
24,166
-6,930
1999
$643K ﹤0.01%
3,810
+962
2000
$638K ﹤0.01%
58,307
+31,893
78 79
80
81 82