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
2351
$301K ﹤0.01%
9,465
-4,111
2352
$301K ﹤0.01%
+12,807
2353
$300K ﹤0.01%
8,655
-1,546
2354
$300K ﹤0.01%
18,033
+633
2355
$300K ﹤0.01%
10,981
2356
$300K ﹤0.01%
45,736
+12,948
2357
$299K ﹤0.01%
+5,653
2358
$299K ﹤0.01%
15,059
+4,832
2359
$299K ﹤0.01%
+3,277
2360
$298K ﹤0.01%
2,749
+104
2361
$298K ﹤0.01%
14,426
+96
2362
$298K ﹤0.01%
36,378
-5,913
2363
$298K ﹤0.01%
6,002
-4,017
2364
$298K ﹤0.01%
+4,860
2365
$297K ﹤0.01%
4,869
-335
2366
$297K ﹤0.01%
4,610
-161
2367
$297K ﹤0.01%
13,538
-10
2368
$296K ﹤0.01%
5,310
+657
2369
$296K ﹤0.01%
34,678
-10,520
2370
$296K ﹤0.01%
26,264
+13,138
2371
$296K ﹤0.01%
75,480
+11,645
2372
$295K ﹤0.01%
+9,270
2373
$294K ﹤0.01%
13,834
-398
2374
$293K ﹤0.01%
+2,564
2375
$293K ﹤0.01%
7,788
-424
93 94
95
96 97