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
2376
$292K ﹤0.01%
+1,262
2377
$292K ﹤0.01%
30,085
+3,940
2378
$291K ﹤0.01%
+6,744
2379
$290K ﹤0.01%
15,158
+4,662
2380
$290K ﹤0.01%
+4,649
2381
$289K ﹤0.01%
2,066
+377
2382
$289K ﹤0.01%
8,898
-4,337
2383
$289K ﹤0.01%
13,769
-1,079
2384
$289K ﹤0.01%
7,286
-584
2385
$289K ﹤0.01%
+6,723
2386
$288K ﹤0.01%
2,612
+104
2387
$287K ﹤0.01%
8,524
+758
2388
$286K ﹤0.01%
23,695
+3,058
2389
$286K ﹤0.01%
6,893
-888
2390
$286K ﹤0.01%
9,756
+789
2391
$285K ﹤0.01%
7,185
+1,105
2392
$285K ﹤0.01%
13,382
+71
2393
$285K ﹤0.01%
4,546
-716
2394
$285K ﹤0.01%
+5,369
2395
$284K ﹤0.01%
6,490
-645
2396
$284K ﹤0.01%
16,183
-212
2397
$284K ﹤0.01%
14,826
-869
2398
$284K ﹤0.01%
9,913
-6,066
2399
$283K ﹤0.01%
11,868
-1
2400
$283K ﹤0.01%
1,676
+226
94 95
96
97 98