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
526
$1.71M 0.01%
47,227
+1,932
527
$1.7M 0.01%
+10,347
528
$1.69M 0.01%
41,433
+3,989
529
$1.68M 0.01%
23,939
-6,524
530
$1.68M 0.01%
43,213
+2,910
531
$1.67M 0.01%
+19,603
532
$1.66M 0.01%
19,183
+1,534
533
$1.66M 0.01%
31,075
+11,220
534
$1.64M 0.01%
36,990
+3,923
535
$1.64M 0.01%
44,045
+11,286
536
$1.63M 0.01%
25,703
+3,019
537
$1.62M 0.01%
118,938
-11,343
538
$1.62M 0.01%
23,588
+4,885
539
$1.6M 0.01%
19,202
+4,218
540
$1.59M 0.01%
33,446
+2,462
541
$1.58M 0.01%
25,024
-3,441
542
$1.58M 0.01%
43,256
+6,332
543
$1.58M 0.01%
31,435
-2,288
544
$1.56M 0.01%
50,878
+2,097
545
$1.56M 0.01%
48,632
-13,830
546
$1.55M 0.01%
15,589
+1,675
547
$1.54M 0.01%
74,590
+20,721
548
$1.54M 0.01%
18,450
+1,656
549
$1.54M 0.01%
51,488
+964
550
$1.53M 0.01%
+13,897
20 21
22
23 24