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
426
$2.72M 0.02%
18,783
-1,936
427
$2.71M 0.02%
56,082
+454
428
$2.71M 0.02%
32,715
+1,061
429
$2.7M 0.02%
52,090
+1,201
430
$2.65M 0.02%
108,087
+6,288
431
$2.63M 0.02%
11,176
-1,364
432
$2.62M 0.02%
25,919
+315
433
$2.62M 0.02%
86,224
-2
434
$2.62M 0.02%
27,395
-277
435
$2.6M 0.02%
77,202
-537
436
$2.58M 0.02%
27,421
+3,817
437
$2.57M 0.02%
34,296
-796
438
$2.56M 0.02%
59,248
+7,777
439
$2.56M 0.02%
13,332
-10,457
440
$2.56M 0.02%
36,502
+1,107
441
$2.54M 0.02%
84,199
+5,542
442
$2.53M 0.02%
32,401
-204
443
$2.52M 0.02%
34,563
+12,175
444
$2.51M 0.02%
36,080
+15,778
445
$2.5M 0.02%
68,864
-409
446
$2.5M 0.02%
12,836
-34
447
$2.49M 0.02%
66,930
+200
448
$2.48M 0.02%
136,301
+15,681
449
$2.47M 0.02%
108,018
-7,686
450
$2.46M 0.02%
27,698
-429
16 17
18
19 20