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
2226
$342K ﹤0.01%
20,767
+1,656
2227
$342K ﹤0.01%
22,923
+9,922
2228
$341K ﹤0.01%
20,014
+4,746
2229
$341K ﹤0.01%
20,408
-2
2230
$341K ﹤0.01%
2,171
+117
2231
$340K ﹤0.01%
11,757
+569
2232
$340K ﹤0.01%
1,272
-173
2233
$340K ﹤0.01%
8,186
+561
2234
$340K ﹤0.01%
+92,516
2235
$339K ﹤0.01%
62,817
+7,064
2236
$339K ﹤0.01%
8,240
-2,196
2237
$339K ﹤0.01%
150,065
-102,836
2238
$339K ﹤0.01%
4,261
+679
2239
$337K ﹤0.01%
39,977
-2,654
2240
$337K ﹤0.01%
28,918
-1,918
2241
$336K ﹤0.01%
+94
2242
$334K ﹤0.01%
9,183
-2,059
2243
$334K ﹤0.01%
72,565
+47,397
2244
$333K ﹤0.01%
5,036
+625
2245
$332K ﹤0.01%
+13,722
2246
$331K ﹤0.01%
+10,216
2247
$331K ﹤0.01%
23,114
+1,182
2248
$330K ﹤0.01%
7,687
-735
2249
$330K ﹤0.01%
3,082
-668
2250
$328K ﹤0.01%
+12,380
88 89
90
91 92