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
501
$1.94M 0.01%
36,235
+2,947
502
$1.92M 0.01%
18,970
+2,938
503
$1.92M 0.01%
18,717
+4,560
504
$1.91M 0.01%
34,618
+6,385
505
$1.9M 0.01%
139,596
+11,132
506
$1.89M 0.01%
27,316
+90
507
$1.89M 0.01%
16,953
-58
508
$1.88M 0.01%
13,014
-639
509
$1.87M 0.01%
15,224
+139
510
$1.87M 0.01%
36,813
-18,109
511
$1.86M 0.01%
84,272
+278
512
$1.86M 0.01%
13,652
+63
513
$1.85M 0.01%
34,855
+24,835
514
$1.84M 0.01%
76,157
+9,855
515
$1.81M 0.01%
30,669
+3,458
516
$1.81M 0.01%
102,241
+4,693
517
$1.77M 0.01%
33,171
-7,745
518
$1.76M 0.01%
35,378
+211
519
$1.76M 0.01%
17,920
-1,191
520
$1.75M 0.01%
43,581
+1,872
521
$1.74M 0.01%
55,163
-1,789
522
$1.74M 0.01%
97,706
+1,099
523
$1.74M 0.01%
+18,757
524
$1.73M 0.01%
39,028
-6,094
525
$1.71M 0.01%
18,446
-868
19 20
21
22 23