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
$7.02B
AUM Growth
+$1.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$39.7M
3
+$27.4M
4
ABT icon
Abbott
ABT
+$27.2M
5
AAPL icon
Apple
AAPL
+$26M

Top Sells

1
+$21.1M
2
+$19.9M
3
+$10.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.48M
5
CELG
Celgene Corp
CELG
+$8.47M

Sector Composition

1 Financials 9.62%
2 Technology 8.52%
3 Healthcare 8.41%
4 Industrials 6.04%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$525K 0.01%
33,994
+2,255
652
$523K 0.01%
11,816
+1,274
653
$508K 0.01%
+3,743
654
$508K 0.01%
+7,990
655
$505K 0.01%
15,900
-14
656
$505K 0.01%
4,838
+189
657
$505K 0.01%
20,291
+9,127
658
$504K 0.01%
39,657
659
$502K 0.01%
+7,256
660
$500K 0.01%
6,587
+2,340
661
$500K 0.01%
5,924
+2,694
662
$499K 0.01%
3,409
-1,363
663
$498K 0.01%
2,890
+500
664
$495K 0.01%
8,548
+2,230
665
$495K 0.01%
+14,920
666
$491K 0.01%
+3,949
667
$491K 0.01%
+24,414
668
$488K 0.01%
13,335
669
$488K 0.01%
2,688
+155
670
$485K 0.01%
1,417
+370
671
$484K 0.01%
34,170
-6,071
672
$481K 0.01%
9,317
+4,284
673
$480K 0.01%
+9,093
674
$479K 0.01%
+8,247
675
$478K 0.01%
2,511
+1,011
25 26
27
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