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
$9.98B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$52.8M
2
+$38.4M
3
+$36.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$34.1M
5
TGT icon
Target
TGT
+$33.5M

Top Sells

1
+$34.8M
2
+$27.3M
3
+$24.6M
4
SYY icon
Sysco
SYY
+$20.1M
5
MET icon
MetLife
MET
+$18.5M

Sector Composition

1 Technology 12.47%
2 Healthcare 8.23%
3 Financials 6.25%
4 Consumer Discretionary 5.72%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.98M 0.09%
+64,092
202
$8.64M 0.09%
115,564
+2,572
203
$8.62M 0.09%
101,484
-132,292
204
$8.5M 0.09%
52,277
+157
205
$8.27M 0.08%
226,398
-506,413
206
$8.16M 0.08%
44,506
-692
207
$8.13M 0.08%
122,112
+7,112
208
$8.05M 0.08%
114,908
-3,076
209
$7.96M 0.08%
68,904
+2,899
210
$7.73M 0.08%
88,226
-2,345
211
$7.71M 0.08%
77,096
+43,884
212
$7.66M 0.08%
92,131
+8,212
213
$7.63M 0.08%
86,182
-4,072
214
$7.59M 0.08%
114,956
+2,940
215
$7.59M 0.08%
137,277
+9,854
216
$7.58M 0.08%
295,385
-7,015
217
$7.5M 0.08%
95,200
+12,908
218
$7.42M 0.07%
113,731
+39,144
219
$7.42M 0.07%
255,943
-887
220
$7.39M 0.07%
207,974
+1,028
221
$7.32M 0.07%
124,499
+40,132
222
$7.23M 0.07%
32,950
+961
223
$7.2M 0.07%
286,133
-4,740
224
$7.19M 0.07%
183,241
-4,403
225
$7.18M 0.07%
17,729
+1,173
7 8
9
10 11