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
2376
$187K ﹤0.01%
10,984
-3,317
2377
$184K ﹤0.01%
11,938
-1,696
2378
$183K ﹤0.01%
25,083
+4,558
2379
$181K ﹤0.01%
17,367
+4,843
2380
$181K ﹤0.01%
+42,758
2381
$180K ﹤0.01%
+71,756
2382
$179K ﹤0.01%
10,472
-22,409
2383
$179K ﹤0.01%
15,578
+2,650
2384
$179K ﹤0.01%
13,343
-1,724
2385
$178K ﹤0.01%
22,329
-1,184
2386
$178K ﹤0.01%
19,291
+4,501
2387
$178K ﹤0.01%
+14,780
2388
$177K ﹤0.01%
3,357
+316
2389
$176K ﹤0.01%
10,057
2390
$169K ﹤0.01%
+19,370
2391
$169K ﹤0.01%
+13,665
2392
$168K ﹤0.01%
+12,139
2393
$168K ﹤0.01%
17,783
+2,538
2394
$166K ﹤0.01%
31,203
+18,286
2395
$166K ﹤0.01%
20,253
-2,158
2396
$165K ﹤0.01%
+15,049
2397
$165K ﹤0.01%
43,128
+1,163
2398
$165K ﹤0.01%
+13,245
2399
$164K ﹤0.01%
42,077
+9,577
2400
$164K ﹤0.01%
+17,207
94 95
96
97 98