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
476
$2.15M 0.01%
14,364
+662
477
$2.13M 0.01%
32,997
-3,379
478
$2.13M 0.01%
68,114
+31,126
479
$2.12M 0.01%
80,585
+49,682
480
$2.11M 0.01%
16,205
+1,432
481
$2.08M 0.01%
50,953
+5,210
482
$2.08M 0.01%
+10,600
483
$2.08M 0.01%
69,193
+6,026
484
$2.06M 0.01%
11,960
+1,583
485
$2.06M 0.01%
95,961
+6,482
486
$2.05M 0.01%
23,313
+2,119
487
$2.05M 0.01%
15,816
+299
488
$2.04M 0.01%
35,750
+7,119
489
$2.04M 0.01%
18,809
+683
490
$2.02M 0.01%
37,780
-5,799
491
$2.01M 0.01%
31,784
+1,489
492
$2.01M 0.01%
28,585
+321
493
$1.99M 0.01%
33,889
-3,812
494
$1.97M 0.01%
19,852
-400
495
$1.96M 0.01%
37,286
-7,651
496
$1.96M 0.01%
19,452
+126
497
$1.96M 0.01%
+14,977
498
$1.95M 0.01%
25,814
-1,815
499
$1.95M 0.01%
71,782
+5,504
500
$1.95M 0.01%
17,013
+329
18 19
20
21 22