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
$31.1B
AUM Growth
+$6.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,903
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$143M
3
+$131M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$117M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$98.1M

Top Sells

1
+$35.6M
2
+$27.7M
3
+$25.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22.9M
5
VZ icon
Verizon
VZ
+$20.6M

Sector Composition

1 Technology 11.55%
2 Financials 8.23%
3 Healthcare 7.77%
4 Consumer Discretionary 4.95%
5 Industrials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2276
$221K ﹤0.01%
+3,764
2277
$221K ﹤0.01%
4,193
+466
2278
$220K ﹤0.01%
+46,689
2279
$220K ﹤0.01%
+1,617
2280
$220K ﹤0.01%
20,676
+3,317
2281
$219K ﹤0.01%
31,455
-120,773
2282
$219K ﹤0.01%
9,100
-2,945
2283
$219K ﹤0.01%
+994
2284
$219K ﹤0.01%
11,388
-807
2285
$219K ﹤0.01%
+12,944
2286
$218K ﹤0.01%
+2,568
2287
$217K ﹤0.01%
10,435
2288
$217K ﹤0.01%
4,795
-644
2289
$216K ﹤0.01%
+4,805
2290
$216K ﹤0.01%
10,650
2291
$216K ﹤0.01%
+1,402
2292
$216K ﹤0.01%
+9,201
2293
$216K ﹤0.01%
+7,107
2294
$216K ﹤0.01%
+2,684
2295
$215K ﹤0.01%
+18,500
2296
$215K ﹤0.01%
+11,294
2297
$215K ﹤0.01%
+7,565
2298
$214K ﹤0.01%
+6,270
2299
$214K ﹤0.01%
68,890
+15,525
2300
$214K ﹤0.01%
10,550
-3,000
90 91
92
93 94