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
$7.02B
AUM Growth
+$1.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$39.7M
3
+$27.4M
4
ABT icon
Abbott
ABT
+$27.2M
5
AAPL icon
Apple
AAPL
+$26M

Top Sells

1
+$21.1M
2
+$19.9M
3
+$10.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.48M
5
CELG
Celgene Corp
CELG
+$8.47M

Sector Composition

1 Financials 9.62%
2 Technology 8.52%
3 Healthcare 8.41%
4 Industrials 6.04%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$867K 0.01%
26,362
+17,688
527
$865K 0.01%
29,848
+12,148
528
$859K 0.01%
37,062
+132
529
$859K 0.01%
12,495
+2,121
530
$856K 0.01%
199,172
+124,325
531
$853K 0.01%
8,518
+163
532
$853K 0.01%
+18,107
533
$850K 0.01%
17,229
+9,825
534
$849K 0.01%
10,557
+379
535
$836K 0.01%
7,877
+5,546
536
$832K 0.01%
6,500
+4,138
537
$831K 0.01%
18,972
+7,514
538
$828K 0.01%
21,578
+4,321
539
$825K 0.01%
3,918
-1,710
540
$823K 0.01%
316,973
+303,561
541
$819K 0.01%
20,026
-528
542
$818K 0.01%
+5,223
543
$817K 0.01%
9,933
+41
544
$817K 0.01%
17,491
-89,451
545
$814K 0.01%
31,337
-153,343
546
$790K 0.01%
13,614
+3,916
547
$789K 0.01%
59,115
-160
548
$786K 0.01%
50,119
+69
549
$784K 0.01%
74,500
550
$777K 0.01%
13,029
+9,042
20 21
22
23 24