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
601
$1.3M 0.01%
37,928
-1,454
602
$1.29M 0.01%
11,087
-524
603
$1.29M 0.01%
51,771
-2,935
604
$1.29M 0.01%
152,162
-921
605
$1.28M 0.01%
15,936
-2,057
606
$1.28M 0.01%
+20,449
607
$1.27M 0.01%
14,030
-102
608
$1.26M 0.01%
51,499
-1,445
609
$1.26M 0.01%
24,118
+4,167
610
$1.25M 0.01%
+10,840
611
$1.25M 0.01%
+14,010
612
$1.25M 0.01%
17,702
+5,600
613
$1.24M 0.01%
47,212
+17
614
$1.24M 0.01%
51,358
-37,600
615
$1.24M 0.01%
14,548
+588
616
$1.24M 0.01%
27,288
+986
617
$1.23M 0.01%
17,120
+1,158
618
$1.23M 0.01%
26,818
-2,043
619
$1.23M 0.01%
15,015
620
$1.21M 0.01%
58,364
+7,678
621
$1.19M 0.01%
18,030
+797
622
$1.19M 0.01%
10,155
+2
623
$1.19M 0.01%
37,507
-1,000
624
$1.19M 0.01%
38,303
+5,598
625
$1.18M 0.01%
24,266
+4,454
23 24
25
26 27