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
2326
$208K ﹤0.01%
+2,075
2327
$208K ﹤0.01%
+7,208
2328
$208K ﹤0.01%
+5,292
2329
$207K ﹤0.01%
+1,309
2330
$207K ﹤0.01%
+2,591
2331
$207K ﹤0.01%
+5,952
2332
$206K ﹤0.01%
35,665
+2,758
2333
$206K ﹤0.01%
+6,901
2334
$206K ﹤0.01%
+8,318
2335
$206K ﹤0.01%
+7,894
2336
$206K ﹤0.01%
+2,054
2337
$206K ﹤0.01%
+15,568
2338
$205K ﹤0.01%
+7,754
2339
$205K ﹤0.01%
+5,534
2340
$205K ﹤0.01%
+4,859
2341
$205K ﹤0.01%
+15,200
2342
$205K ﹤0.01%
5,100
-120
2343
$205K ﹤0.01%
+3,003
2344
$205K ﹤0.01%
+5,393
2345
$205K ﹤0.01%
+3,873
2346
$205K ﹤0.01%
+9,540
2347
$204K ﹤0.01%
15,868
+4,639
2348
$204K ﹤0.01%
+4,282
2349
$204K ﹤0.01%
+25,394
2350
$204K ﹤0.01%
12,648
-448
92 93
94
95 96