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
2226
$487K ﹤0.01%
+14,109
2227
$485K ﹤0.01%
10,016
+55
2228
$484K ﹤0.01%
48,979
+8,604
2229
$484K ﹤0.01%
+9,426
2230
$484K ﹤0.01%
11,828
+20
2231
$483K ﹤0.01%
+11,634
2232
$482K ﹤0.01%
5,281
-591
2233
$482K ﹤0.01%
8,890
2234
$480K ﹤0.01%
11,945
-662
2235
$480K ﹤0.01%
7,863
-1,568
2236
$480K ﹤0.01%
13,270
+3,115
2237
$479K ﹤0.01%
20,511
+3,504
2238
$478K ﹤0.01%
3,595
+130
2239
$478K ﹤0.01%
9,781
+2,894
2240
$478K ﹤0.01%
37,973
+2,065
2241
$477K ﹤0.01%
27,787
-640
2242
$477K ﹤0.01%
11,149
-615
2243
$476K ﹤0.01%
79,091
+20,009
2244
$476K ﹤0.01%
7,459
-583
2245
$475K ﹤0.01%
19,649
+9,803
2246
$475K ﹤0.01%
52,602
-18,642
2247
$473K ﹤0.01%
5,167
+707
2248
$473K ﹤0.01%
5,913
+2,269
2249
$471K ﹤0.01%
4,655
+404
2250
$471K ﹤0.01%
11,225
88 89
90
91 92