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
401
$3M 0.02%
12,560
+416
402
$2.97M 0.02%
+15,167
403
$2.95M 0.02%
35,944
+527
404
$2.95M 0.02%
+97,379
405
$2.92M 0.02%
13,093
-336
406
$2.9M 0.02%
55,893
-5,084
407
$2.89M 0.02%
76,656
+42,855
408
$2.87M 0.02%
90,000
409
$2.87M 0.02%
45,612
+3,322
410
$2.87M 0.02%
40,995
-2,938
411
$2.81M 0.02%
+12,037
412
$2.8M 0.02%
17,123
-8,488
413
$2.8M 0.02%
35,884
+3,812
414
$2.8M 0.02%
38,980
-3,475
415
$2.78M 0.02%
95,303
-159,368
416
$2.77M 0.02%
+45,821
417
$2.77M 0.02%
37,675
+1,219
418
$2.77M 0.02%
+13,437
419
$2.76M 0.02%
19,722
-434
420
$2.76M 0.02%
60,622
-36,395
421
$2.74M 0.02%
51,481
-3,742
422
$2.74M 0.02%
184,196
+23,680
423
$2.73M 0.02%
20,948
+214
424
$2.72M 0.02%
14,477
+856
425
$2.72M 0.02%
14,488
+27
15 16
17
18 19