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
451
$2.44M 0.02%
37,118
+5,558
452
$2.43M 0.02%
79,388
+1,800
453
$2.43M 0.02%
+14,985
454
$2.42M 0.02%
25,237
+1,889
455
$2.4M 0.01%
14,108
+3,284
456
$2.34M 0.01%
43,493
+6,412
457
$2.34M 0.01%
51,814
-1,378
458
$2.33M 0.01%
46,971
+11,143
459
$2.33M 0.01%
38,399
+3,128
460
$2.32M 0.01%
20,253
-735
461
$2.31M 0.01%
360,781
+160,781
462
$2.29M 0.01%
19,736
+829
463
$2.29M 0.01%
18,069
+2,743
464
$2.27M 0.01%
+11,078
465
$2.27M 0.01%
26,786
+63
466
$2.26M 0.01%
27,565
+232
467
$2.26M 0.01%
14,586
+480
468
$2.24M 0.01%
42,973
-5,827
469
$2.23M 0.01%
13,655
-407
470
$2.2M 0.01%
15,308
-437
471
$2.19M 0.01%
14,229
+1,402
472
$2.18M 0.01%
+48,701
473
$2.16M 0.01%
36,102
+1,963
474
$2.16M 0.01%
36,171
+783
475
$2.15M 0.01%
77,759
-2,477
17 18
19
20 21