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
$16.1B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
949
New
Increased
Reduced
Closed

Top Buys

1
+$47.9M
2
+$45.7M
3
+$33.4M
4
SCHW icon
Charles Schwab
SCHW
+$32.3M
5
BKR icon
Baker Hughes
BKR
+$27.9M

Top Sells

1
+$29.2M
2
+$22.7M
3
+$21.5M
4
ZBH icon
Zimmer Biomet
ZBH
+$19.7M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$15.4M

Sector Composition

1 Technology 13.51%
2 Financials 7.63%
3 Healthcare 7.57%
4 Consumer Discretionary 5.59%
5 Industrials 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8.58M 0.05%
15,621
-1,617
252
$8.5M 0.05%
21,314
+4,251
253
$8.46M 0.05%
31,876
-262
254
$8.43M 0.05%
46,872
+9,506
255
$8.37M 0.05%
260,687
-2,279
256
$8.3M 0.05%
731,021
+343,807
257
$8.26M 0.05%
30,576
+3,338
258
$8.2M 0.05%
61,272
+23,405
259
$8.2M 0.05%
42,004
+437
260
$8.19M 0.05%
57,519
+5,892
261
$8.13M 0.05%
37,335
+3,973
262
$8.07M 0.05%
83,643
-3,587
263
$8.02M 0.05%
137,143
+9,820
264
$7.91M 0.05%
75,122
+1,502
265
$7.72M 0.05%
52,210
-1,158
266
$7.7M 0.05%
201,015
-3,734
267
$7.68M 0.05%
256,096
-7,002
268
$7.63M 0.05%
46,151
+3,681
269
$7.52M 0.05%
101,393
+6,790
270
$7.51M 0.05%
145,190
+8,662
271
$7.5M 0.05%
111,785
+6,431
272
$7.47M 0.05%
79,752
+233
273
$7.21M 0.04%
120,498
+1,340
274
$7.18M 0.04%
18,931
-1,637
275
$7.17M 0.04%
282,417
-3,802
9 10
11
12 13