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
2126
$391K ﹤0.01%
144,878
2127
$391K ﹤0.01%
+14,710
2128
$390K ﹤0.01%
12,376
+4,875
2129
$389K ﹤0.01%
5,834
+1,824
2130
$388K ﹤0.01%
2,679
-305
2131
$388K ﹤0.01%
38,973
+10,483
2132
$388K ﹤0.01%
18,036
+4,050
2133
$388K ﹤0.01%
7,094
-216
2134
$386K ﹤0.01%
34,104
-9,435
2135
$385K ﹤0.01%
69,448
+49,633
2136
$385K ﹤0.01%
4,240
+383
2137
$385K ﹤0.01%
1,857
+132
2138
$385K ﹤0.01%
3,019
2139
$385K ﹤0.01%
5,434
+678
2140
$383K ﹤0.01%
38,607
-2,165
2141
$383K ﹤0.01%
44,479
-34,800
2142
$382K ﹤0.01%
+13,816
2143
$382K ﹤0.01%
13,292
+337
2144
$381K ﹤0.01%
+9,331
2145
$381K ﹤0.01%
+3,252
2146
$381K ﹤0.01%
13,574
+81
2147
$378K ﹤0.01%
19,272
-6,122
2148
$378K ﹤0.01%
13,312
-3,490
2149
$378K ﹤0.01%
7,425
+2,017
2150
$378K ﹤0.01%
6,036
-1,454
84 85
86
87 88