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
551
$1.53M 0.01%
+21,938
552
$1.51M 0.01%
31,042
-253
553
$1.51M 0.01%
25,903
+1,872
554
$1.51M 0.01%
35,947
-4,839
555
$1.51M 0.01%
18,787
+1,866
556
$1.5M 0.01%
+11,022
557
$1.5M 0.01%
14,645
-5,177
558
$1.5M 0.01%
20,858
+1,977
559
$1.5M 0.01%
+18,057
560
$1.48M 0.01%
30,792
-148
561
$1.47M 0.01%
13,396
-3,014
562
$1.47M 0.01%
48,725
+6,721
563
$1.47M 0.01%
67,801
+7,318
564
$1.45M 0.01%
98,482
+17,833
565
$1.44M 0.01%
22,687
-865
566
$1.44M 0.01%
107,355
-28,517
567
$1.43M 0.01%
43,432
+3,208
568
$1.43M 0.01%
51,595
+83
569
$1.43M 0.01%
51,880
+4,405
570
$1.43M 0.01%
83,354
+3,238
571
$1.41M 0.01%
27,327
+450
572
$1.41M 0.01%
+29,819
573
$1.4M 0.01%
12,444
+2,394
574
$1.39M 0.01%
+17,361
575
$1.39M 0.01%
20,113
+7,224
21 22
23
24 25