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
2401
$283K ﹤0.01%
31,814
+13,760
2402
$282K ﹤0.01%
1,321
+204
2403
$282K ﹤0.01%
+4,621
2404
$282K ﹤0.01%
115,896
-3,876
2405
$282K ﹤0.01%
5,494
-1,534
2406
$281K ﹤0.01%
+9,070
2407
$281K ﹤0.01%
+9,304
2408
$281K ﹤0.01%
10,238
-1,255
2409
$280K ﹤0.01%
13,204
+972
2410
$280K ﹤0.01%
12,182
+1,320
2411
$280K ﹤0.01%
23,648
-2,126
2412
$279K ﹤0.01%
9,043
-264
2413
$279K ﹤0.01%
9,265
-1,033
2414
$279K ﹤0.01%
64,337
-11,988
2415
$278K ﹤0.01%
3,258
-60
2416
$278K ﹤0.01%
24,658
+9,170
2417
$278K ﹤0.01%
6,119
+393
2418
$278K ﹤0.01%
+688
2419
$278K ﹤0.01%
+12,323
2420
$277K ﹤0.01%
12,600
+350
2421
$277K ﹤0.01%
+11,842
2422
$277K ﹤0.01%
10,005
-14,327
2423
$276K ﹤0.01%
42,500
2424
$276K ﹤0.01%
11,190
-2,750
2425
$276K ﹤0.01%
57,299
+2,613
95 96
97
98 99