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
2451
$265K ﹤0.01%
52,878
+25,118
2452
$264K ﹤0.01%
4,304
-274
2453
$264K ﹤0.01%
54,721
-11,492
2454
$264K ﹤0.01%
8,711
-1,193
2455
$263K ﹤0.01%
17,734
+1,641
2456
$263K ﹤0.01%
+3,454
2457
$262K ﹤0.01%
6,965
-610
2458
$262K ﹤0.01%
3,270
-60
2459
$262K ﹤0.01%
10,403
+301
2460
$261K ﹤0.01%
4,537
-3,784
2461
$261K ﹤0.01%
+5,625
2462
$261K ﹤0.01%
2,453
-241
2463
$261K ﹤0.01%
+4,699
2464
$260K ﹤0.01%
19,551
-17,945
2465
$260K ﹤0.01%
21,498
+2,936
2466
$260K ﹤0.01%
33,910
-5,398
2467
$260K ﹤0.01%
16,374
+117
2468
$259K ﹤0.01%
+6,413
2469
$259K ﹤0.01%
11,232
-385
2470
$259K ﹤0.01%
3,060
-25
2471
$259K ﹤0.01%
4,905
+574
2472
$258K ﹤0.01%
+30,125
2473
$258K ﹤0.01%
4,206
+176
2474
$258K ﹤0.01%
6,511
-1,016
2475
$258K ﹤0.01%
9,898
-1,091
97 98
99
100 101