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
351
$4.23M 0.03%
62,638
+23,547
352
$4.2M 0.03%
21,908
-10,709
353
$4.18M 0.03%
40,912
+1,255
354
$4.18M 0.03%
65,922
+43,006
355
$4.17M 0.03%
30,486
+503
356
$4.14M 0.03%
21,976
-2,830
357
$4.13M 0.03%
153,701
+12,089
358
$4.12M 0.03%
67,236
+12,018
359
$4.09M 0.03%
34,723
+8,630
360
$4.05M 0.03%
182,768
-4,049
361
$4.04M 0.03%
78,924
+4,906
362
$4.04M 0.03%
44,691
-2,127
363
$4.02M 0.02%
28,528
+626
364
$4.02M 0.02%
152,100
-8,774
365
$4M 0.02%
49,694
+7,172
366
$3.97M 0.02%
11,459
-452
367
$3.91M 0.02%
59,587
+21,672
368
$3.91M 0.02%
15,715
+199
369
$3.91M 0.02%
64,152
-1,643
370
$3.9M 0.02%
147,913
+6,814
371
$3.89M 0.02%
57,505
+427
372
$3.85M 0.02%
43,422
-4,813
373
$3.85M 0.02%
206,303
+22,301
374
$3.81M 0.02%
40,668
+881
375
$3.78M 0.02%
19,356
-188
13 14
15
16 17