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
626
$1.18M 0.01%
24,271
+434
627
$1.17M 0.01%
10,614
-6,487
628
$1.16M 0.01%
24,568
+3,604
629
$1.15M 0.01%
31,037
-1,061
630
$1.15M 0.01%
16,911
+4,758
631
$1.15M 0.01%
20,581
+5,921
632
$1.15M 0.01%
63,625
+9,584
633
$1.15M 0.01%
12,391
-2,027
634
$1.15M 0.01%
173,079
-393
635
$1.14M 0.01%
34,416
-1,131
636
$1.14M 0.01%
24,701
+1,238
637
$1.13M 0.01%
150,213
+213
638
$1.11M 0.01%
323,547
+20,411
639
$1.11M 0.01%
28,949
+6,600
640
$1.11M 0.01%
34,284
+1,738
641
$1.09M 0.01%
701,402
+201,677
642
$1.09M 0.01%
18,793
+987
643
$1.08M 0.01%
75,838
-35,242
644
$1.08M 0.01%
26,390
-777
645
$1.08M 0.01%
+38,993
646
$1.07M 0.01%
24,140
+4,430
647
$1.07M 0.01%
70,901
648
$1.07M 0.01%
107,875
+454
649
$1.07M 0.01%
17,686
+1,694
650
$1.06M 0.01%
26,425
+312
24 25
26
27 28