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
$9.63B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$84.3M
2
+$34.4M
3
+$28.5M
4
COHR icon
Coherent
COHR
+$26.9M
5
LULU icon
lululemon athletica
LULU
+$21.8M

Top Sells

1
+$19.9M
2
+$9.11M
3
+$8.95M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$8.47M
5
UNH icon
UnitedHealth
UNH
+$5.75M

Sector Composition

1 Technology 10.14%
2 Financials 8.52%
3 Healthcare 7.06%
4 Consumer Discretionary 5.88%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$548K 0.01%
19,120
-690
602
$544K 0.01%
+17,416
603
$538K 0.01%
39,657
-1,759
604
$528K 0.01%
27,421
-442
605
$527K 0.01%
38,448
-2,361
606
$525K 0.01%
+566
607
$512K 0.01%
20,142
+10,141
608
$512K 0.01%
17,556
-5,543
609
$506K 0.01%
14,670
+3,041
610
$500K 0.01%
65,908
-34,903
611
$482K 0.01%
20,507
+81
612
$477K 0.01%
14,080
-159
613
$466K ﹤0.01%
125,570
+4,173
614
$456K ﹤0.01%
+17,567
615
$454K ﹤0.01%
21,368
-352
616
$452K ﹤0.01%
20,932
+4,250
617
$451K ﹤0.01%
14,939
-1,227
618
$446K ﹤0.01%
59,692
-12,397
619
$445K ﹤0.01%
12,000
-700
620
$434K ﹤0.01%
+21,791
621
$434K ﹤0.01%
11,832
-764
622
$432K ﹤0.01%
18,940
623
$432K ﹤0.01%
16,327
+1,700
624
$423K ﹤0.01%
23,500
-6,418
625
$414K ﹤0.01%
10,174
-25,850
23 24
25
26 27